Glen A Goodman

Managing Director

Domicile State: NJ

Glen’s insurance and financial services practice which focuses on working with progressive individuals as well as closely held businesses, was born from his recognition of the exposures he and his family faced as a principal in his mid-sized, family owned apparel manufacturing firm.  He draws upon these life events coupled with ongoing professional training and support, to help his diverse client base become financially secure and independent.  Collaborating with the clients’ other trusted advisors, he devises a “financial road map” that helps protect an individuals' or businesses' CORE assets reflecting their needs and desires for wealth creation, protection and ultimate distribution.


Glen has been awarded a Certificate of Recognition for successfully completing The American College’s Business Succession Planning Program earning him his CFBS (Certified Family Business Specialist). The program gives him insight into the issues surrounding the transfer of business ownership and assets to family members or other designees in the event of death or disability of the business owner.


Glen also earned his FINRA ( Series 7 (General Securities Representative) registrations and is Life and Health Insurance Licensed.


Glen resides in Livingston, NJ with his wife Abby and two children, Sam and Haley.


Phone 973-237-4353
Fax 888-972-7801
Mobile Phone 917-992-8455