Background
Charles J. Goldman has provided insightful and honest financial consulting, insurance brokerage and investment advice for over thirty-five years. From solving complex property-casualty insurance needs for medium and large businesses, to delivering financial plans for both young and retired families, his clients have always appreciated responsive client service and cost savings without sacrificing quality. Now he is providing extended care planning solutions for wealthy individuals and businesses.
Get in touch
Hybrid Life + LTCI provides assurance that we will be taken care of in the event of a medical crisis or change in cognitive ability - so we don’t have to worry about liquidating assets, struggling to do everyday tasks alone or becoming a burden to our family. Just as life insurance protects our loved ones after we’re gone, extended care planning allows us to remain safe while protecting the emotional, physical and financial wellbeing of those we love most. Let’s have a conversation.
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owner
Charles J. Goldman
Chuck was graduated from Tufts University with a BA in English, cum laude, and earned a Master of Science in Financial Services (MSFS) from the American College of Financial Services. He is also a Chartered Property Casualty Underwriter (CPCU), Chartered Life Underwriter (CLU) and a Chartered Financial Consultant (ChFC).
He has served as chair of the Media Relations Committee for the Jewish Federation of the North Shore; Finance Committee Member and Board Member for the JCC in Marblehead; Town Meeting Member of the Town of Swampscott; Finance Committee member for Epstein Hillel School in Marblehead; and youth sports coach in baseball, basketball and soccer for the Town of Swampscott and JCC in Marblehead.
Education
TUFTS UNIVERSITY
BA in English, cum laude, 1981
THE AMERICAN COLLEGE OF FINANCIAL SERVICES
MSFS,1998