John Goodwin, ChFC®, CLU®, RICP®, BFA
Financial Advisor
John Goodwin is a graduate of Neumann University and has a Degree in Business Management. He holds the FINRA Series 7, 6, 66, 63 securities registrations and has his Life, Accident and Health insurance license. John holds three designations from The American College of Financial Services - Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®) and Retirement Income Certified Professional (RICP®). John also holds the Behavioral Financial Advisor (BFA) designation.
John has dedicated himself to providing his clients with assistance in helping to secure their financial futures with an experienced team of financial professionals behind him. He is able to assist his clients in the following areas:
- Business Continuation and Estate Conservation Strategies
- Personal Financial Strategies
- Retirement Planning Strategies
- Life Insurance
- Disability Income Insurance
- Executive Compensation Plans
- Wealth Distribution / Tax Efficient Strategies
- Wealth Accumulation Strategies
- College Education Funding Strategies
- Charitable Giving Strategies
- Long-Term Care Insurance
- Employee Benefits
- Risk Management Strategies
John and his wife Bonnie reside in West Grove, PA and have three sons, Liam, Sean and Ryan.
3035094-082023