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Mitchell G
Series 63, Series 66
Burlington, MA
RPG Family Wealth Advisory, LLC
Mitchell Goldfeld is a financial advisor with RPG Family Wealth Advisory, LLC in Burlington, MA, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has been with RPG Family Wealth Advisory since 2015. Outside of his advisory role, he serves as chairman of the North Shore Jazz Project and is on the board of advisors for Save Serve, both non-investment-related activities. RPg Family Wealth Advisory provides customized wealth advisory services to individuals, trusts, estates, charities, businesses, and retirement plans. The firm employs an outcome-oriented, long-term investment approach using both fundamental and technical analysis, offering portfolio management that includes equities, fixed income, mutual funds, ETFs, and alternative investments.
Juan D
Series 66
Burlington, MA
RPG Family Wealth Advisory, LLC
Juan Donabedian is a financial advisor at RPG Family Wealth Advisory, LLC with 17 years of industry experience. He holds a Series 66 designation and has been with RPG Family Wealth Advisory since 2015. Risk Paradigm Group (RPg) provides tactical, ETF-centric investment strategies and customized portfolio management to financial intermediaries, individual investors, and institutions, including high-net-worth clients. The firm uses a policy-based investment process driven by proprietary quantitative and qualitative research with explicit risk controls.
John E
Series 65
Burlington, MA
RPG Family Wealth Advisory, LLC
John Edwardh is a financial advisor at RPG Family Wealth Advisory, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked with the ECHL and Risk Paradigm Group Holdings, LLC. RPG Family Wealth Advisory is part of Risk Paradigm Group, which offers tactical, ETF-focused investment strategies and customized portfolio management to financial intermediaries, individual, and institutional investors. The firm employs a policy-based investment process driven by proprietary quantitative and qualitative research, utilizing momentum and volatility algorithms and explicit risk controls.
David G
Series 63, Series 65
Burlington, MA
RPG Family Wealth Advisory, LLC
David Gatti is a financial advisor at RPG Family Wealth Advisory, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the firm and its affiliated entity, Risk Paradigm Group, LLC, since 2011. He is also a partner in Risk Paradigm Group, LLC, a non-investment-related business based in Burlington, MA. Risk Paradigm Group provides tactical, ETF-centric investment strategies and customized portfolio management to financial intermediaries, high-net-worth individuals, and institutional investors. The firm employs a policy-based investment process using proprietary quantitative and qualitative research, with a focus on risk controls and tactical global asset allocation.
William E
Series 63, Series 65
Burlington, MA
RPG Family Wealth Advisory, LLC
William Eaton is a financial advisor at RPG Family Wealth Advisory, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with RPG Family Wealth Advisory since 2015. Eaton serves as a board member and investment committee member for the North Shore United Way. RPG Family Wealth Advisory provides customized wealth advisory services to individuals, trusts, estates, charities, businesses, and retirement plans. The firm employs an outcome-oriented, long-term investment approach using both fundamental and technical analysis and constructs portfolios with a variety of asset types, including equities, fixed income, mutual funds, ETFs, and alternative investments.
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