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Benjamin Goldman, CFP®

Benjamin Goldman, CFP®

Principal,
Financial Advisor

  • Natick, MA
  • The Big Lebowski
  • My mom, my dad, and John Lennon
  • Work hard, play hard
  • Humility, sense of humor, and diligence

Financial Advisors

Benjamin Goldman is a wealth management financial advisor based in Boston, MA.

CAPTRUST welcomed Ben in 2021, and he brings with him more than 15 years of experience serving clients. Ben specializes in working alongside individuals and their multi-generational families to create customized wealth management plans, focusing on income tax, estate planning, and investment management needs.

Ben joined CAPTRUST from RINET—a fee-only wealth management firm—where he was a managing director, member of the firm’s wealth planning group, and shareholder. Prior to joining RINET, Ben worked in the residential mortgage department of Boston Private Bank. He earned a Bachelor of Science degree in Business Administration from the University of Richmond, and he has worked in the industry since 2004.

When he is not helping clients, Ben spends time with his wife, two sons, and dog. He also enjoys golf, swimming, and exercise.

Education

  • Bachelor of Science degree in business administration with concentrations in finance and marketing from the University of Richmond

Industry Designations

  • CERTIFIED FINANCIAL PLANNER™  (CFP®)
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