Meet the Team
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns.
We specialize in creating an approach that is designed to address your individual situation.
Deborah Goodman, CFP®, CPA
President
(781) 559-0321
Deborah N. Goodman, CFP®, CPA brings over 20 years of financial planning knowledge and client servicing experience to Goodman Advisory Group, LLC. Deborah is qualified in providing clients with a wide array of financial planning...
Steven Goodman, CFP®
Chairman Emeritus
(781) 559-0321
Professional Background: In his capacity as a Certified Financial Planner™, Steven M. Goodman, CFP® provides total wealth management strategies for high net worth individuals including access to investment advisory...
Joe Rofino, CFA
Director of Research
(781) 559-0321
Joe Rofino is the Director of Research at Goodman Advisory Group, LLC.
Aura Lesnjak
Client Service Specialist
858-909-7021

Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.