
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
Profile Information
Director, Insurance Services
SFI Advisors LLC
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Ridgewood
New Jersey
United States
May 15, 2024
Keylinks
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