Bryant Goodman CFP
Financial Advisor
Experience 17 Years
Bryant Goodman CFP

Bryant Goodman, CFP®

Financial Advisor

EXPERIENCE: 17 YEARS

Bryant began his career in finance as an advisor in 2009. He has a passion for helping families and business owners create a clear vision for the future, so they can experience financial confidence. The ability to know that you and your family are protected and prepared for the unknowns of life is life changing. It creates freedom to live, explore and embrace day to day life and opportunities. As a CERTIFIED FINANCIAL PLANNERTM practitioner, Bryant partners with clients as a fiduciary to educate and construct a plan that protects and builds wealth.

Bryant holds a Bachelor of Arts in Finance from Wake Forest University as well as the Finra Series 7 and 66 licenses. He is licensed for Life, Accident, Health or Sickness, Medicare Supplement and Long-Term Care insurance.

As a Charlotte resident since 1994, Bryant lives in Matthews, NC with his wife Courtney, sons Andrew and Wyatt, and their Goldendoodle, Giraffe. He is involved with several non-profit organizations as a volunteer. When not at work he enjoys bug hunting with his sons, golfing, softball, target shooting and traveling to new cities and landmarks.

Responsibilities & Specializations

Digital scoring
investment committee member
Comprehensive financial planning
Client advisor

Professional Recognition & Credentials

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