Grant Goodwin, CFP®, CRPC

Grant Goodwin, CFP®, CRPC

Certified Financial Planner™ Practitioner
CRPC conferred by College for Financial Planning

“I make every effort to ensure that my clients have a good understanding of what we are doing and why. I feel like I am making a positive difference in their lives.”

-  Grant Goodwin

 

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 7 years, Grant enjoys playing golf and watching soccer -especially ALT UTD- outside of work.

Affiliations:  Clarkston Warriors, College of Charleston; Theta Chi

Interesting Fact:  While living in Atlanta, Grant started a soccer team for immigrants/refugees; he was a mentor and taught them about our great country.

Recent Passport Stamp: Portugal

Niche:  Professionals in the pharmaceutical and biotech industries

Education:  College of Charleston, B.S. in Business Administration
 

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 Independent Advisor Alliance & LPL Financial
Securities Registration States AL, CT, FL, GA, IO, MA, NY, NC, SC, TN  
Insurance Registration States CA, CT, GA, NC, SC, TN  

 

Securities offered through LPL Financial, Member FINRA / SIPC. Investment advice offered through Independent Advisor Alliance, a registered investment advisor. Independent Advisor Alliance and Blackbridge Financial are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents with the following states: AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, KY, IN, LA, MA, MD, ME, MI, MN, MO, MS, NC, NJ, NM, NV, NY, OH, OR, PA, PR, RI, SC, TX, TN, UT, VA, VT, WA, WI, WV

Phone (855) 6-BRIDGE ext. 16