George Goodroe, CFP®

Registered Representative


24 Years of Experience in the financial services industry

Registered in AR, CA, CO, FL, GA, KY, LA, ME, MO, NC, NY, OH, PA, TX

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