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Phone: 310.507.7948
mgoddard@rbgadvisors.com

Michael Goddard, CFP®

Managing Director

Michael Goddard, CFP® joins Retirement Benefits Group after spending nine years building his wealth management and corporate retirement plan practice at Morgan Stanley. Prior to joining Morgan Stanley in 2003 Michael spent 20 years providing finance and accounting services to individuals and corporations. Michael approaches his diverse clients’ needs by listening, educating, and delivering high-touch client service. The result is investment portfolios that pursue individual investors’ specific financial objectives and corporate retirement plans that are designed to prepare participants for retirement.

As a result of extensive contacts developed during his corporate finance career, Michael has built a CFO networking group in Los Angeles County, the South Bay FENG (Financial Executive Networking Group). As a volunteer organizer of the Torrance-based professional networking group, he is instrumental in delivering monthly networking events that provide a friendly atmosphere for career-minded executives to develop new professional relationships and gain valuable information from a variety of speakers/topics.

Interests

Michael balances work with an active lifestyle: hiking the beautiful cliffs of Palos Verdes Peninsula near his home with his wife Olga, playing golf and working out at the local gym. In addition, Michael spends considerable time sharing his extensive network of corporate executives with others. Michael is a staunch believer in paying-it-forward when building professional relationships and regularly helps others make qualified connections to advance their careers.

Education

  • Michael earned his Bachelor of Business Administration degree from Dowling College on Long Island, New York in 1981 and his Masters of Business Administration from Arizona State University in Tempe, Arizona in 1994.
  • In addition, Michael holds Series 7, 66, and 31 securities licenses with Triad Advisors and a CA insurance license. He earned his Certified Financial Planner® credentials in 2007.

Specialty

  • Individual Wealth Management

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