Robert A. Goldstein

Bob has owned and managed businesses providing investment and retirement planning services for over 30 years. As principal owner of Stanwich Benefits Group, Inc., he helped build an investment management and retirement plan services firm into one of the largest independent firms in the country. Stanwich also provided 401(k) daily recordkeeping and outsource services. An exclusive provider to Fidelity for its Advisor 401(k) Program, Stanwich served plan sponsors with over 250,000 participants. Upon the sale of Stanwich to The Bank of New York, Bob served as the President of their Employee Investment Plan Division, developing their retirement, equity plan and insurance services. On leaving the Bank, Bob formed Avenir Equity, LLC and subsequently merged with Barbara Delaney and FFoA, providing employee benefit consulting and investment advisory services.