George Goodroe, CFP®

Registered Representative


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. 

Phone (727) 578-2828 x122
Fax (727) 578-7600
Mobile Phone (727) 240.3776