Robert's journey through the realms of both military service and the financial services industry spans over four decades, marked by steadfast dedication to making a positive impact on the lives of others. After serving as a Captain in the U.S. Army, Robert transitioned seamlessly into the financial sector, where he found his calling as a Wealth Management Advisor at WealthWise Capital, an advanced planning team within Northwestern Mutual. Throughout his notable career, Robert's commitment to empowering his clients with knowledge and resources has been unwavering, ensuring they navigate their long-term financial decisions with clarity and confidence.

Robert and the WealthWise Capital team specialize in integrated financial strategies for high-net-worth families and closely held businesses, providing guidance in business and estate planning, qualified/non-qualified plans, tax optimization, retirement distribution, risk management, and investment strategies.

Beyond his professional accolades and accomplishments, Robert's legacy lies in his profound impact on countless individuals, families, and businesses. As a mentor and advisor, he not only helps guide his clients toward financial success but also serves as a source of strength and support during times of uncertainty. Robert's genuine concern for the well-being of those around him goes far beyond the realm of financial readiness. He consistently takes the time to understand his client's aspirations, fears, goals, and dreams, resulting in long-term relationships based on trust and empathy.

Outside of the office, Robert's passion for life manifests in his love for adventure and the great outdoors. Whether he's navigating the open waters to the Bahamas on his boat, diving into the depths for a thrilling spearfishing expedition in the Florida Keys, or carving through snow-covered slopes on skis in Colorado, Robert embraces every moment with a zest for life that is truly infectious. His dedication to his family, his wife Lily, three sons, and four grandchildren, reflects the values of love, connection, and shared experiences that define his approach to personal and professional life, where he makes a tangible difference in the lives of those he serves.

Robert graduated with honors from the University of Miami, Florida, with a B.B.A. in Management and an M.A. in Strategic Planning & Management from the University of Redlands, California. He also earned his Wealth Management Certified Professional (WMCP®) designation from the American College and his Long-Term Care (CLTC®) certification. He is a Top of the Table life and qualifying Million Dollar Round Table member, a multi-year recipient of the National Quality Award (NQA) and the National Sales Achievement Award (NSAA). Robert and his family are active in their church and are part of the Emmaus Ministry.

Rich Goodman, JD, CFP®, is a dedicated Wealth Management Advisor specializing in design and development of outcome driven financial plans for high-net-worth businesses, individuals, and their families. Focusing on strategic wealth accumulation strategies, coupled with safeguarding and preserving assets for long-term financial security, Rich’s methodical, detailed approach ensures that each clients’ unique needs are met with precision and care.

Rich brings an extensive 30-year background of comprehensive financial planning for both individuals and businesses. In 2005, Rich attained the designation of Certified Financial Planner® Professional. The CFP® designation is widely considered the standard of excellence for financial planners. He joined Northwestern Mutual in 2002 as an Investment Specialist. Prior to Northwestern Mutual, Rich worked at Prudential Securities where he developed critical fundamental investment knowledge. Out of law school Rich followed his passion and joined the Dade County State Attorney’s Office as an Assistant State Attorney under the guidance of the Honorable Janet Reno.

A lifelong resident of Florida, Rich holds a Bachelor of Science from Florida State University and a Juris Doctorate from the University of Miami School of Law. Rich and his wife, Laura, live in Hollywood, Florida and have two sons – Noah and Maddox. When he is not working, Rich is an avid golfer, always up for watching a good game, traveling with his family, and supporting his Noles!