George
Goodroe, CFP®
Registered Representative
CERTIFIED FINANCIAL PLANNER™ Professional
24 Years of experience in the financial services industry
Registered in AR, AZ, CA, FL, GA, KY, NC, OH, PA, SC, TX, UT, VI
My Mission Statement
Hello! I am George Goodroe, CFP®, a registered representative located in St. Petersburg, Florida. I work with individuals, families, small and mid-sized businesses, and school districts throughout Florida, Georgia, and North Carolina. I am a firm believer in setting goals, finding solutions, and providing great service. Thank you for stopping by and I look forward to learning more about you so I can help you with your retirement questions and needs. - George Goodroe, CFP®
My mission is to help clients pursue the goal of making it through retirement, and to help them avoid the blindspots that might prevent that goal. I do this by studiously learning about my clients' wants and needs, and providing excellent service into the future.
Professional Qualifications
- CERTIFIED FINANCIAL PLANNER™ Professional since 2001
- Series 6 - Investment Company Products/Variable Representative Principle Examination
- Series 63 - Uniform Agent State Law Examination
- Life Underwriter Training Council Fellow since 1994
Specialty Services
- Retirement Planning
- Long Term Care
- Life Insurance
- Annuities
- Small Business Retirement Plans
- 401(k) Rollover Consultations
Personal Information
I have lived almost my entire life in and around St. Petersburg, Florida. I am married and have three adult children. Besides my passion for Financial Planning, I have a passion for photography and I shoot professional level Large Format Photography.