Eric Goodman, CFP® – joinvanderbilt.com

Vanderbilt is happy to welcome one of our newest Financial Professionals, Eric Goodman, CFP^®. Eric joins us from West Babylon, NY.

Eric is a Certified Financial Planner™ and has been in the financial services industry for over 11 years. He helps Accounting Professionals and Retirees work toward financial independence by preparing and managing financial plans aimed at building efficient investment portfolios using the WBC process.

Born and raised on Long Island, Eric graduated from SUNY Binghamton in 2007. He entered the financial services industry in 2013 with Equity Services Inc. He obtained his CFP^® in 2023. Eric is starting a new chapter in his life, getting married this September. He is an avid runner and participated in his first 50k race in April of this year. His other interests include going to concerts, bird watching, and traveling.

“Vanderbilt provides the independence that I want while providing the support that I need. Its “advisor-centric” attitude is a win for both me as an advisor and for my clients. I’m looking forward to continuing to build my practice and help my clients with Vanderbilt as my partner.” – Eric Goodman, CFP^®

“Eric is an experienced financial professional committed to helping his clients reach their financial goals. We are excited to have Eric as part of the Vanderbilt family” – Heidi Distante, CEO

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