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Peter E. Goodman
Principal
973.744.1014
 peter@sampersfinancial.com |
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Peter is the Executive Director of SFI's Corporate Services Group. His expertise emphasizes addressing the concerns and needs of the closely held business owner. These include, succession planning, wealth transfer planning, and the creation of customized executive benefit plans. Peter provides expertise in insurance products to SFI's Financial Planning Team. Peter is a member of the Business Enterprise Institute, a national organization concentrating on exit planning for business owners. Peter joined SFI in January 2001 through a merger with Phillip E. Goodman, Inc. where in 1987 he began working with Phillip E. Goodman after working for the Henry Deppe Guardian Life Agency.
Prior to 1986, Peter began his professional career working with IBM in a sales capacity. He received his MBA in Finance from Vanderbilt University and his BA from Davidson College. He is the current President of RADA (Retirement Administrators and Designers of America), and is a principal of Partners Financial. Peter is a Chartered Life Underwriter and a Chartered Financial Consultant and has his General Securities Representative License. He is a Registered Representative and an Investment Advisor Representative with NFP Securities, Inc.
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