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Greg Goff, Cfa, Cfp® Email & Phone Number
Wealth Advisor
at
GOEPPER BURKHARDT Retirement Wealth Management
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Wealth Advisor
Location
Greenville, South Carolina, United States
Company size
Who is Greg Goff, Cfa, Cfp®? Overview
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Quick answer
Greg Goff, Cfa, Cfp® is listed as Wealth Advisor at GOEPPER BURKHARDT Retirement Wealth Management, a company with 5 employees, based in Greenville, South Carolina, United States. AeroLeads shows a matched LinkedIn profile for Greg Goff, Cfa, Cfp®.
Greg Goff, Cfa, Cfp® previously worked as Founder at Sound Wealth Management and Financial Advisor at Prudential Financial. Greg Goff, Cfa, Cfp® holds Bachelor Of Science, Financial Management, Minor In Accounting from Clemson University.
Company email context
Email format at GOEPPER BURKHARDT Retirement Wealth Management
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GOEPPER BURKHARDT Retirement Wealth Management
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Profile bio
About Greg Goff, Cfa, Cfp®
Greg had drawn and laminated his business card at age seven. He wanted to be a part of the family business. Through this involvement, he learned that successful professionals face unique financial challenges.He later learned the value of comprehensive financial planning while working as a Financial Advisor and Portfolio Manager at a Fortune 500 firm, but the service model and fee structure were broken. Realizing the opportunity to build a firm that fit the needs of his clients, Greg founded Sound Wealth Management.
Current workplace
Greg Goff, Cfa, Cfp®'s current company
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Goepper Burkhardt Retirement Wealth Management
3 roles
Greg Goff, Cfa, Cfp® work experience
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Founder
Sound Wealth Management is on a mission to guide, guard, and grow your wealth. We provide comprehensive financial planning, tax minimization planning, and tax-efficient investment management. We operate as an independent, fee-only, fiduciary, Registered Investment Adviser firm in Greenville, SC, working with clients locally and virtually across the United.
Financial Advisor
Established and maintained client relationships while providing financial planning services, portfolio management, and financial product recommendations.
Jun 2016 - May 2022
2 education records
Greg Goff, Cfa, Cfp® education
Bachelor Of Science, Financial Management, Minor In Accounting
Clemson University
Executive Education, Investment Management
Yale School Of Management
FAQ
Frequently asked questions about Greg Goff, Cfa, Cfp®
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What company does Greg Goff, Cfa, Cfp® work for?
Greg Goff, Cfa, Cfp® works for GOEPPER BURKHARDT Retirement Wealth Management.
What is Greg Goff, Cfa, Cfp®'s role at GOEPPER BURKHARDT Retirement Wealth Management?
Greg Goff, Cfa, Cfp® is listed as Wealth Advisor at GOEPPER BURKHARDT Retirement Wealth Management.
Where is Greg Goff, Cfa, Cfp® based?
Greg Goff, Cfa, Cfp® is based in Greenville, South Carolina, United States while working with GOEPPER BURKHARDT Retirement Wealth Management.
What companies has Greg Goff, Cfa, Cfp® worked for?
Greg Goff, Cfa, Cfp® has worked for Goepper Burkhardt Retirement Wealth Management, Sound Wealth Management, and Prudential Financial.
Who are Greg Goff, Cfa, Cfp®'s colleagues at GOEPPER BURKHARDT Retirement Wealth Management?
Greg Goff, Cfa, Cfp®'s colleagues at GOEPPER BURKHARDT Retirement Wealth Management include Robert Flink, Cfp® and Beverly Hentges.
How can I contact Greg Goff, Cfa, Cfp®?
You can use AeroLeads to view verified contact signals for Greg Goff, Cfa, Cfp® at GOEPPER BURKHARDT Retirement Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Greg Goff, Cfa, Cfp® attend?
Greg Goff, Cfa, Cfp® holds Bachelor Of Science, Financial Management, Minor In Accounting from Clemson University.
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