William Goodman, Financial Advisor located in Mount Vernon, WA

Financial Advisor
William P Goodman

MBA, CEPA®, AAMS®, CRPC™
205 Stewart Rd, Suite 109, Mount Vernon, WA 98273opens in a new window
Serving clients with $100,000
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Focus Areas

  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Charitable Giving
  • College Savings

Financial Advisor Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Snowboarding
  • Real Estate
  • Coaching Sports
  • Surfing
  • Fishing

Team Members

  • Andre Frondozo
    Sr. Branch Office Administrator
    FPQP®

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 07:00AM - 03:30PM
Tue 07:00AM - 03:30PM
Wed 07:00AM - 05:00PM
Thu 07:00AM - 03:30PM
Fri 07:00AM - 01:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(360) 899-4319

Fax

(833) 223-9795

Office Address

205 Stewart Rd
Suite 109
Mount Vernon, WA 98273opens in a new window

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