Robert Goldstein


Bob has owned and managed businesses providing investment and retirement planning services for over 30 years. Bob is an investment advisor and a CPC in the American Society of Pension Actuaries, providing broad experience in understanding plan liabilities and the asset allocation strategies needed to accomplish sponsor objectives.  As principal and past owner of Stanwich Benefits Group, Inc., he provided investment management, actuarial and 401(k) daily recordkeeping and outsource services. Bob served as the President of their Employee Investment Plan Division of The Bank of New York, developing their retirement, equity plan and insurance services. On leaving the Bank, Bob combined services with Barbara Delaney and RBG, providing employee benefit consulting and investment advisory services at StoneStreet Equity and Retirement Benefits Group. Today he’s currently working with Independent Financial Partners.

FINRA BrokerCheck

Check the background of investment professionals associated with this site on FINRA’s