HOBOKEN PUBLIC EDUCATION FOUNDATION – 2022 HPEF Spring Gala
Auction Ends: May 19, 2022 10:00 PM EDT

Services

Comprehensive Financial Plan

Item Number
774
Estimated Value
$2,800 USD
Opening Bid
$750 USD

The winning bid will go to FrontStream Global Fund (tax ID 26-3265577), a 501c3 nonprofit organization, which will send the donation to HOBOKEN PUBLIC EDUCATION FOUNDATION (tax ID 475008870) on behalf of the winner.

Item Description

Comprehensive Financial Plan by Hoboken local, Amy Goldman.  

Amy Frank Goldman CRPC
Founder and President

Amy founded AFG Wealth Management in 2018, building upon her more than 20-year career in the investment management industry. She has held various sales and management roles at some of the largest, most reputable firms in the financial services industry, including Fidelity Investments and Oppenheimer Funds. Amy holds the Chartered Retirement Plan Counselor┬« designation and her Series 7, 63, 65 and 66 securities licenses. Amy is also licensed to offer life, accident and health insurance coverage.

Amy's philosophy, whether our clients are small businesses, endowments or individuals, we strive to give them a client experience that focuses on integrity, the utmost suitability and one involving a dimension of personal communication that most advisors often overlook.

We would like to thank our sponsors....

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