Will Goodson Email & Phone Number
Senior Financial Advisor
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Will Goodson Location
- Tyler, TX, US
Will Goodson Work
- Senior Financial Advisor @ Financial Synergies Wealth Advisors (January 2015 - Present)
- Advisory Team Associate @ (July 2012 - December 2014)
- Energy Consultant @ (November 2010 - June 2012)
- Sales Representative and Business Development @ PerioPal, LLP (August 2006 - November 2010)
- Realtor @ Residential Real Estate (January 2007 - September 2010)
Will Goodson Education
- Rice University
CFP® Graduate Certificate Program (Financial Planning and Services)
2012-2013 - The University of Texas at Austin
Bachelor of Arts (History)
2002-2006
Will Goodson Skills
- 401k Rollovers
- Cash Flow Management
- Debt Management
- Estate Planning
- IRAs
- Investments
- Personal Financial Planning
- Retirement Planning
- Risk Management
Will Goodson Summary
- Will Goodson, based in Tyler, TX, US, is currently a Senior Financial Advisor at Financial Synergies Wealth Advisors. Will Goodson brings experience from previous roles at The Legacy One Group, Choice! Energy Services, PerioPal, LLP and Residential Real Estate. Will Goodson holds a 2012 - 2013 CFP® Graduate Certificate Program in Financial Planning and Services @ Rice University. With a robust skill set that includes 401k Rollovers, Cash Flow Management, Debt Management, Estate Planning, IRAs and more. Will Goodson has 1 emails and 1 mobile phone numbers on RocketReach.
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