portrait of William P Goodman
FINANCIAL ADVISOR
Accepting New Clients
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About William

Envisioning retirement is your job. Helping you get there is ours.

I add value to clients and communities through living out my mission statement; foster an environment in which people feel their best and seek to constantly better the individuals and communities around me. I partner with individuals and local organizations to help them achieve their financial goals.

Prior to becoming a financial advisor in 2022, I was a sales manager for a scientific publisher. In total, I've spent ten years in progressive sales positions building interpersonal and business strategy skills.

In 2020, I completed the executive MBA program at Western Washington...

Focus Areas

  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Charitable Giving
  • College Savings

Work History

  • Edward JonesAugust 2022 to Current
  • SPIEJune 2012 to July 2022

Certifications

  • AAMS™

    Accredited Asset Management Specialist™
  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Western Washington UniversityMaster of Business Admin
  • Western Washington UniversityBachelor of Arts

Personal Interests

  • Snowboarding
  • Real Estate
  • Coaching Sports
  • Surfing
  • Fishing

Team Members

  • Andre Frondozo
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 07:00AM - 04:00PM
Tue 07:00AM - 04:00PM
Wed 07:00AM - 04:00PM
Thu 07:00AM - 04:00PM
Fri 07:00AM - 01:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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