Broker Check
John Godfrey, CFP®, CRPC®

John Godfrey, CFP®, CRPC®

Wealth Advisor

Address: 18067 W Catawba Ave, Suite 206, Cornelius, NC 28031

"I take tremendous pride in developing and maintaining client relationships based on the foundation of personal trust." - John Godfrey, CFP®, CRPC®

John's goal is to help his clients pursue their long-term financial goals through comprehensive an individualized financial planning. Since 2005, he has drawn upon his education and experience to serve clients who appreciate his responsiveness and ability to support them with complex decisions. What John appreciates most about being an independent advisor is that, "Blackbridge Financial allows me to build and develop my practice based on my core values and principles."

Originally from Massachusetts, John has been a Cornelius, NC resident since 2004. Outside of the office, John enjoys lacrosse, boating, spending time with his family, and volunteering with his son's cub scout troop.

Associations:

National Eagle Scout Association; Lifetime Member
St. Alban’s Episcopal Church; member and volunteer

Hidden Talent:

1st Degree Black Belt in Kempo Karate

Accomplishments:

Ketner Business School Honor Society,

Deep South Conference commissioner's honor,

two-time all Deep South selection for NCAA Division II Lacrosse.

Education:

Catawba College, Ketner School of Business, B.S. Business Administration; 2004

Check My Background with FINRA

Series 7

General Securities Registered Representative

Held with LPL Financial

Series 63

Uniform Securities State Agent

Held with LPL Financial

Series 65

Uniform Investment Adviser

Held with Independent Advisor Alliance

CFP®

CERTIFIED FINANCIAL PLANNERTM Practitioner

 

CRPC®

Chartered Retirement Planning Counselor

Conferred by College for Financial Planning

Securities Registration States

AL, AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WY

 

Insurance Registration States

NC, NV, FL, CA, AZ, VA, SC, PA, NY

 

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
.