Bill Goodman, CRPC®, QPFC®, MBA

Bill Goodman has been in the financial industry for over a decade. He earned a Bachelor of Arts degree in International Studies from University of Richmond, Virginia, and an Executive Master of Business Administration from Golden Gate University, San Francisco, California. Bill has also earned the professional designations of Chartered Retirement Planning Counselor (CRPC®) and Qualified Plan Financial Consultant (QPFC®).

Bill puts his expertise to practice helping baby boomers and business owners build solid retirement and estate plans.

As a member of the Tempe Chamber of Commerce and Citizen Advisor to the Tempe City Council, Bill stays active in community service endeavors. He and his wife Caroline also enjoy biking, hiking, travel, and spending time with their two children, Allison and Eric.