Thomas Goodwin, CFP®, EA

Principal, Private Client Advisor

Mr. Goodwin is a private client advisor in our Wolfeboro, New Hampshire office. Working closely with our investment advisors, Tom helps clients navigate their complex financial lives. Tom utilizes a holistic wealth management process by incorporating core elements of financial planning: financial positioning, asset protection, investment management, cash flow, tax management, retirement planning, and estate and legacy planning. He also coordinates with his clients’ family members, outside advisors and with other members of their professional team. Mr. Goodwin has been CERTIFIED FINANCIAL PLANNER™ professional since 2005 and has more than 20 years of experience in the profession.

Prior to joining the firm, Tom was a principal and senior advisor at Financial Focus, Inc. since 2012. He provided financial planning and investment strategies for high net worth clients and was responsible for the firm’s business development. Prior to working as a financial planner, Tom worked for 18 years as a software engineer and consultant, mostly in the defense industry.

Tom lives in Wolfeboro, NH with his wife, Cheryl. While not working, he enjoys reading, golfing, and volunteering for charitable and community organizations. Tom is very active in Toastmasters International where he served as District 45 Director (2016-2017).

Joined F.L.Putnam in 2019

Education

BS Computer & Systems Engineering, Rensselaer Polytechnic Institute
MS Computer Science, Boston University
Certificate Financial Planning, Merrimack College

Affiliations

Certified Financial Planner™
National Association of Personal Financial Advisors (NAPFA)
Toastmasters
Enrolled Agent, IRS

Committees

Compliance Sub-Committee