Roberta B. Goldbaugh is a Financial Planner in RTD’s Atlanta office. She enjoys helping her clients reach a level of confidence and comfort around their finances, and finds it particularly rewarding to work with women transitioning to independence. She recognizes that we often have powerful stories attached to our attitudes about money that must be recognized to make real progress in meeting our financial goals.
Roberta is a career changer who is drawn to the technical aspect of investments and budgeting. More importantly she finds satisfaction in knowing she has made a positive difference in the lives of her clients by helping them build confidence about their financial resources. She is a member of the Financial Planning Association and has served on the Board of Directors of the Georgia Chapter as chair of Public Awareness. She has worked with the Financial Literacy committee, delivering financial literacy programs to high school students and providing financial education to lower income households. In 2015 she joined the CFP Board Women’s Initiative advocacy network promoting financial planning in their communities with a particular focus on encouraging women to become financial planners. She is a Certified Financial Planner™, earned her bachelor’s degree from William Woods University in Missouri, and received her Master of Science in Finance from Georgia State University in Atlanta.
Roberta enjoys being involved in her community, working with organizations that combat homelessness and provide pro bono financial literacy assistance. For fun she and her husband Jerry travel to far flung places to watch professional cycling competitions. But at the top of her list these days is spending time with her first grandchild.
Getting to know Roberta
What do you enjoy most about working at RTD?
At RTD I enjoy knowing I have an entire firm behind me that supports my “clients first” work ethic.
What makes you good at what you do?
One of the best parts of this job is hearing each person’s unique story. Having a genuine interest in other people helps me do the very best work for each client.
What’s the best piece of advice you’ve received?
To believe and embrace the truth that my perspective and my preferences are as valid as anyone else’s. Holding that belief opens me to honoring different perspectives in others which in turn allows me to do my best work for clients.
What personal accomplishment are you most proud of?
While in my late 20s I accomplished some things while still single that are commonplace these days but were unusual at the time. Right out of college I began building a career in industrial chemical sales as the first woman in that role, I completed my master’s degree and bought my own house.
What’s the most exciting vacation you’ve taken?
The most exotic vacation I took was decades ago visiting my father when he was living in Malaysia. Since it was squarely on the other side of the world, it made sense for me to fly all the way around the world (it was fun to be able to say I had done that), with stops in Greece and Thailand on the way. While in Kuala Lumpur we made a quick trip to the beach of Port Dickson and spent time in the hustle bustle of Singapore. I continued east bound for my return home with a stop in San Francisco.
Professional Designations & Memberships
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