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Peter Goodman

Director, Insurance Services

SFI Advisors LLC

United States, New Jersey, Ridgewood

About Me

Peter E. Goodman leads SFI Advisors Insurance and Risk Management Services. Peter has over 25 years’ experience in working with clients in the individual and corporate markets. His experience includes wealth management and estate planning, business owner and key person succession, executive benefits and qualified retirement plans. His knowledge of life, disability and long-term-care insurance products combined with risk management techniques helps clients protect against risk while positioning them to capture opportunities and achieve their goals. Peter holds an MBA in finance from Vanderbilt University and a BA from Davidson College. He joined SFI Advisors in January 2001 through a merger w
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Profile Information

Director, Insurance Services

SFI Advisors LLC

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Ridgewood

New Jersey

United States

May 15, 2024

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