Broker Check
Grant Goodwin, CFP®, CRPC

Grant Goodwin, CFP®, CRPC

Wealth Advisor

Address: 4777 Sharon Road, Suite 540, Charlotte, NC 28210

“Guiding you to make confident, informed decisions and helping you pursue financial success are responsibilities that we take very seriously.  We are committed to ensuring that every aspect of your financial future is addressed so you can concentrate on doing the things in life you enjoy most.” - Grant Goodwin, CFP®, CRPC® 

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

Affiliations: Clarkston Warriors
College of Charleston; Theta Chi, Young Life

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:
 Italy


Niche:
 Professionals in the pharmaceutical and biotech industries


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

Check My Background with FINRA

Series 7General Securities Registered RepresentativeHeld with LPL Financial  
Series 65Uniform Investment Advisor AgentHeld with Independent Advisor Alliance

 
Series 66Uniform Combined State AgentHeld with Independent Advisor Alliance & LPL Financial 
Certified Financial Planner PracticionerTM  
Chartered Retirement Planning Counselor  CRPC® conferred by the College for Financial Planning
Securities Registration States: AL, CT, FL, GA, IO, MA, NY, NC, SC, TN
Insurance Registration States CA, CT, GA, NC, SC, TN

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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.