John Godfrey, CFP®, CRPC®
Financial Advisor
Bio
"I take tremendous pride in developing and maintaining client relationships based on the foundation of personal trust." - John Godfrey, CFP®, CRPC®
John's goal is to help his clients pursue their long-term financial goals through comprehensive an individualized financial planning. Since 2005, he has drawn upon his education and experience to serve clients who appreciate his responsiveness and ability to support them with complex decisions. What John appreciates most about being a wealth advisor of Blackbridge Financial is that, ‘Blackbridge Financial allows me to implement my core values and principles.
Originally from Massachusetts, John has been a Cornelius, NC resident since 2004. Outside of the office, John enjoys lacrosse, boating, spending time with his family, and volunteering with his son's cub scout troop.
jgodfrey@bbridgefin.com
855.627.4343 Ext. 29
18067 W Catawba Ave., Suite 206, Cornelius, NC 28031
Affiliations
Accomplishments
Education
National Eagle Scout Association; Lifetime Member
St. Alban’s Episcopal Church; member and volunteer
Ketner Business School Honor Society, Deep South Conference commissioner's honor, two-time all Deep South selection for NCAA Division II Lacrosse
Catawba College, Ketner School of Business, B.S. Business Administration; 2004
Services Include
but are not limited to
retirement income
planning
INVESTMENT
MANAGEMENT
asset
allocation
LONG-TERM
FINANCIAL PLANNING
401(K) ROLLOVER
SERVICES
Licenses & Registrations
Series 7
Series 63
Series 65
CFP®
CRPC®
Securities Registration States:
Insurance Registration States:
Series 7:
General Securities Registered Representative
Held with LPL Financial
Series 63:
Uniform Securities State Agent
Held with LPL Financial
Series 65:
Uniform Investment Adviser
Held with Independent Advisor Alliance
CFP®:
CERTIFIED FINANCIAL PLANNER™ Practitioner
CRPC®:
Chartered Retirement Planning Counselor
Conferred by College of Financial Planning
Securities Registration States:
AL, AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WY NC, SC
Insurance Registration States:
NC, NV, FL, CA, AZ, VA, SC, PA, NY
General Securities Registered Representative
Uniform Securities State Agent
Uniform Investment Adviser
CERTIFIED FINANCIAL PLANNER™ Practitioner
Chartered Retirement Planning Counselor
AL, AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WY NC, SC
NC, NV, FL, CA, AZ, VA, SC, PA, NY
Held with LPL Financial
Held with LPL Financial
Held with Independent Advisor Alliance
Conferred by College for Financial Planning
