Dick Goldman is an accomplished leader who has held important roles in the growth, expansion and transformation of global and emerging enterprises. He has deep skill in executive management of finance and operations, and has focused his career in assessing challenges and sizing risks, solving difficult problems and working closely with his clients: the chief executives and boards of directors of these organizations.
"I strive to anticipate issues, risks and their potential impacts often before they are visible, and I'm willing to take an alternate path from the conventional wisdom when that path is appropriate to best serving my client. I place personal integrity and commitment to excellence, including avoiding conflicts of interest, as uncompromising values in determining courses of action for my clients. It is their satisfaction with my performance and responsiveness that is paramount. I seek to deliver this and provide greater value to my clients through my strong relationships with advisors from other disciplines."
Dick has held numerous executive positions including chief operating officer, executive vice president operations, chief financial officer, and treasurer over a 35-year corporate career. These organizations ranged from some of the largest American companies to pure startups and emerging-growth companies. Throughout his career, he strived for increasing shareholder values through improvements in profitability and cash flow as well as transforming underperforming enterprises.
Dick is now applying this seasoned expertise toward assisting families, individuals and other organizations to help pursue their objectives. He also aims to help transform underperforming assets in the areas of risk management, investment management, investment tax planning and reduction, employee benefits, retirement planning and estate planning. Dick holds both an MBA and a Certificate in Financial Planning from Boston University, and is Series 7, 63 and 65 registered with Raymond James Financial Services.
Dick lives in Newton with his wife Donna. He has four children and three grandchildren.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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