Gregory Goff (CFP®, EA)
Gregory Goff focuses in the
following client markets or areas of practice:
- Business Owners
- High Net Worth Client Needs
- Hourly
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Business Owners
- High Net Worth Client Needs
- Hourly
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
Planning Specialties
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 business ownership and hard work create opportunities.
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 fits the needs of his clients, Greg founded Sound Wealth Management.
Additional Information
Greg enjoys spending time with his wife, Kinsley, their daughter, Betty, and their two rescue pups, Marlow and Cooper. They enjoy exploring all that Greenville, SC has to offer and visiting family in Hilton Head and Charlotte. On any given weekend, he can be found working on home improvements, teeing off on the golf course, or cheering on the Clemson Tigers and the Carolina Panthers.
NAPFA Start Date
August 10, 2023
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