Grant Goodwin, CFP®, CRPC
Wealth Advisor
Bio
“Guiding you to make confident, informed decisions and helping you pursue financial success are responsibilities that we take very seriously. We are committed to ensuring that every aspect of your financial future is addressed so you can concentrate on doing the things in life you enjoy most.” - Grant Goodwin, CFP®, CRPC®
As a Blackbridge Financial Advisor, Grant is pleased to be part of a team that cares about their clients and puts them first regardless of their stage in life or financial status. Since 2000, he has successfully assisted clients who have financial questions, who need financial guidance and who are simply not sure how to pursue their financial goals.
Grant was inspired by his mother’s tremendous work ethic, devotion, and guidance. He has drawn upon his personal experiences to emulate these traits when serving his clients. Grant strives to understand each client on a personal level, to identify what is important to them, and to help them each step of the way.
A Charlotte resident for almost 5 years, Grant enjoys playing golf and watching soccer – especially ALT UTD – outside of work.
ggoodwin@bbridgefin.com
855.627.4343
4777 Sharon Rd, Suite 540, Charlotte, NC 28210
Affiliations
Niche Market
Education
CLARKSTON WARRIORS
COLLEGE OF CHARLESTON; THETA CHI, YOUNG LIFE
Professionals in the pharmaceutical and biotech industries
college of charleston, b.s. in business administration
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 65
Series 66
CFP®
CRPC®
Securities Registration States:
Insurance Registration States:
Series 7:
General Securities Registered Representative
Held with LPL Financial
Series 65:
Uniform Investment Advisor Agent
Held with Independent Advisor Alliance
Series 66:
Uniform Combined State Agent
Held with LPL Financial and IAA
CFP®:
CERTIFIED FINANCIAL PLANNER™ Practitioner
CRPC®:
Chartered Retirement Planning Counselor
Conferred by the College of Financial Planning
Securities Registration States:
AL, CT, FL, GA, IO, MA, NY, NC, SC, TN
Insurance Registration States:
CA, CT, GA, NC, SC, TN
General Securities Registered Representative
Uniform Investment Advisor Agent
Uniform Combined State Agent
CERTIFIED FINANCIAL PLANNER™ Practitioner
Chartered Retirement Planning Counselor
AL, CT, FL, GA, IO, MA, NY, NC, SC, TN
CA, CT, GA, NC, SC, TN
Held with LPL Financial
Held with Independent Advisor Alliance
Held with LPL Financial and IAA
Conferred by the College for Financial Planning
