Sean Goodrich


Managing Director

Senior Vice President, Investments

Direct: 727.567.2667

SEAN.GOODRICH@RAYMONDJAMES.COM

 

Sean started his career in 1998 and joined Raymond James in 2000 to partner with Bob Shuck.

A native of St Petersburg, Sean serves on the board of directors for Big Brothers/Big Sisters of Pinellas and serves as a mentor for Big Brothers. He enjoys spending time with his daughter and son, Muay Thai Kickboxing, golf, and fitness.

As your Financial Advisor, and a CERTIFIED FINANCIAL PLANNER™ professional, Sean ensures the service from our team at Raymond James to be of the highest caliber. Sean's role is to provide:

  • Retirement Income Specialization

  • Asset Allocation and Portfolio Review of Investments within and outside of Raymond James

  • Specific Goal Planning (Retirement, College Savings, Wealth Building, etc.)

  • Fee-based and Managed Money Services.

  • Estate Planning and Trust Services

  • Charitable Endowment Management


 

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

WHY WORK WITH A CFP®

In life, it’s important to find a financial planner you trust to provide sound, unbiased advice and professional services. Being CFP® certified means someone has voluntarily taken the extra steps needed to provide the highest possible standard of financial planning to those they serve. To become a CERTIFIED FINANCIAL PLANNER™ professional one must pass the comprehensive CFP® Certification Exam, have a minimum of three years’ professional experience in financial planning process and must be approved by the CFP Board, which involves an extensive background check – including an ethics, character and criminal check. To maintain certification, CFP® license holders must complete 30 hours of continuing education accepted by the CFP Board every two years.

How does working with a CFP® certified advisor benefit you? CERTIFIED FINANCIAL PLANNER™ professionals are held to the utmost standards of ethics and professional responsibility, which prepares them for a career-long commitment to provide truly personalized services to meet your needs; all while maintaining high levels of financial planning and professionalism. CFP® professionals maintain their professional edge through ongoing education and training in addition to the rigorous requirements to represent a high level of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when working with you.