“My engineering background allows me to take a very disciplined and analytical
approach to financial planning,” says Thomas.
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Thomas G. Goodwin, CFP®, CSA, EA
Vice President, Financial Planner
Thomas Goodwin has a broad range of financial expertise. He has been working
in financial services since 1998 as a financial planner specializing in retirement
investment strategies. He has also worked as an insurance agent with a focus on
risk management.
Thomas operated his own consulting practice, which focused on comprehensive
financial planning. While managing his own firm, Thomas also operated a tax
preparation service for individuals and small business owners.
Tax strategy is one of his areas of expertise. This is demonstrated by his earning of the
Enrolled Agent (EA) designation. This designation is granted by the Internal Revenue
Service to tax practitioners who pass a comprehensive test of federal tax laws and are
then empowered to represent taxpayers before the IRS.
Thomas is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. This designation
is granted by the Certifi ed Financial Planner Board of Standards, Inc. CERTIFIED
FINANCIAL PLANNER™ professionals must meet the highest standards in education,
experience, and ethics.
To assist clients who are seniors, he earned the Certifi ed Senior Advisor certification.
As a designated CSA, he meets the personal integrity requirements of the Society of
Certified Senior Advisors; demonstrates knowledge of financial, social, and health issues
facing America’s seniors; and follows the CSA Code of Professional Responsibility,
which promotes the highest ethical business practices.
After earning his B.S. in computer and systems engineering at Rensselear Polytechnic
Institute, Thomas earned his M.S. degree in computer sciences at Boston University.
“My engineering background allows me to take a very disciplined and analytical
approach to financial planning,“ says Thomas. “But in this business, we deal with
people's needs. So I diligently work to listen to our clients and apply my technical
expertise to meet their specifi c goals.”
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