• Sean Goodrich, CFP®

    Managing Partner Director, Goodrich Wealth Planning

    Financial Advisor, Raymond James Financial Services

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 Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.