Sanibel and Fort Myers
Rowen Goodman, CFP®
Vice President, Wealth Services
Rowen Goodman advises and provides comprehensive financial planning solutions to high-net-worth clients. His expertise is in taxable and retirement portfolios, trust structures, alternative investments, and coordinated tax and estate planning strategies. Rowen joined the company from Rockefeller Capital Management’s Strategic Wealth Partners, Atlanta, GA, where he served as advisor to more than 100 client households covering financial planning, portfolio construction, trading and ongoing relationship management. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and earned his bachelor’s degree in economics with a minor in Business from Florida State University.
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