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.
Selena Gray
Client Service Specialist
858-909-7021
In her role as a Client Service Specialist, Selena works closely with the team to ensure we are servicing our clients to the best possible extent. Selena has 8 years of experience in the financial and banking industry. She most...
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.