Greg Goff, Cfa, Cfp®

Greg Goff, Cfa, Cfp® Email and Phone Number

Founder of Sound Wealth Management @ Sound Wealth Management
Greg Goff, Cfa, Cfp®'s Location
Greenville, South Carolina, United States, United States
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.

Greg Goff, Cfa, Cfp®'s Current Company Details
Sound Wealth Management

Sound Wealth Management

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Founder of Sound Wealth Management
Greg Goff, Cfa, Cfp® Work Experience Details
  • Sound Wealth Management
    Founder
    Sound Wealth Management May 2022 - Present
    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 States.
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  • Prudential Financial
    Financial Advisor
    Prudential Financial Jun 2016 - May 2022
    Newark, New Jersey, Us
    Established and maintained client relationships while providing financial planning services, portfolio management, and financial product recommendations.
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Greg Goff, Cfa, Cfp® Education Details

  • Clemson University
    Clemson University
    Minor In Accounting
  • Yale School Of Management
    Yale School Of Management
    Investment Management

Frequently Asked Questions about Greg Goff, Cfa, Cfp®

What company does Greg Goff, Cfa, Cfp® work for?

Greg Goff, Cfa, Cfp® works for Sound Wealth Management

What is Greg Goff, Cfa, Cfp®'s role at the current company?

Greg Goff, Cfa, Cfp®'s current role is Founder of Sound Wealth Management.

What schools did Greg Goff, Cfa, Cfp® attend?

Greg Goff, Cfa, Cfp® attended Clemson University, Yale School Of Management.

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