Episode 32 - Meet Financial Advisor Joe Beckford
Description
Reid Trego welcomes Joe Beckford, a Senior Wealth Advisor at Goodwin Investment Advisory, for a discussion about his background and role. Joe joined GIA in 2008 as a client before becoming an advisor in 2012. He previously worked at Delta Airlines for almost 20 years. As an advisor, Joe's strength lies in meeting clients where they are and helping them move forward financially. He values personal growth and enjoys seeing clients make positive changes based on their conversations with him. To read Joe’s incredibly inspiring and touching WHY story explaining why he became an advisor click here.
If you want help managing and investing your money, or just a second opinion on your retirement plan, one of our CFP® professional wealth advisors would love to discuss your individual goals and options with you. Please reach out by scheduling a free 20 minute intro call with our Goodwin Investment Advisory consultant here.
The Money PIG podcast is hosted by Reid Trego. Goodwin Investment Advisory is a Registered Investment Advisory firm regulated by the Securities and Exchange Commission in accordance and compliance with securities laws and regulations. Goodwin Investment Advisory does not render or offer to render personalized investment or tax advice through the Money PIG podcast. The information provided is for informational purposes only and does not constitute financial, tax, investment or legal advice.