Robert P Goodman

Managing Director, Wealth Strategies Advisor

Professional Profile

Robert P. Goodman is a Managing Director and Wealth Strategist at Bank of America Private Bank. In this role, Robert works with our affluent clients to develop comprehensive wealth management plans to help meet their financial goals and objectives. He is responsible for the development and delivery of tactical advice, guidance, and strategies in the areas of estate planning, intergenerational wealth planning, charitable giving, stock option planning, retirement planning, income tax planning, and cash flow analysis. Robert also coordinates the efforts of outside professional advisors, such as attorneys, accountants, and insurance agents, to help ensure the proper implementation of these solutions and strategies.

Prior to joining the Private Bank, Robert was a public accountant including Tax Director for a large local Phoenix, Arizona CPA firm specializing in financial, compensation and retirement counseling. Previously, he has advised high net worth individuals on a variety of tax, estate, and charitable planning strategies.

Robert received his B.S. in business administration from the University of Nebraska-Lincoln and his Masters in Taxation from Arizona State University. He holds the Certified Public Accountant designation and the Accredited Estate Planner designation. He also holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. Robert sits on the board of the National Association of Estate Planners and Councils and is a member of other organizations such as the American Institute of Certified Public Accountants and Central Arizona Estate Planning Council.

Robert does not provide tax or accounting advice in his role at Bank of America Private Bank.

*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.

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EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST

For more than 200 years, Bank of America Private Bank has helped clients navigate the complex challenges of managing significant wealth. We draw on the Private Bank’s personalized approach, as well as the resources of Bank of America, to help individuals and families, businesses, and institutions achieve their financial objectives. Whether you’re looking to preserve and share wealth, build philanthropic legacies or plan for future growth, our commitment is to make your goals our priority.

At Bank of America Private Bank, we take pride in our history and in serving our clients’ best interests. We also value the continual pursuit of innovation in a constantly transforming world. We apply this perspective to help our clients anticipate and respond to evolving markets, changing environments and the growing complexities of the financial landscape. Mindful of the past, our focus is on providing today’s clients with disciplined financial strategies and a bridge across generations.