George Goodroe, CFP®CERTIFIED FINANCIAL PLANNER™ Professional
in the financial services industry
My Mission Statement
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.
- CERTIFIED FINANCIAL PLANNER™ Professional since 2001
- Passed Series 6 - Investment Company Products/Variable Representative Principle Examination
- Passed Series 63 - Uniform Agent State Law Examination
- Life Underwriter Training Council Fellow since 1994
- Retirement Planning
- Long Term Care
- Life Insurance
- Small Business Retirement Plans
- 401(k) Rollover Consultations
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. My online portfolio can be seen at www.georgegoodroe.com.