Reid Trego welcomes Ray Brown, a financial advisor at Goodwin Investment Advisory , to the Money Pig podcast. They discuss Ray’s background and how he connected with GIA. Ray shares that he joined GIA about a year ago after paying off his student loan debt and wanting to put his good income to work. He reached out to local financial advisors and found GIA’s approach different from other Investment firms. He followed our social media for awhile and received our blogs and emails. Next, he consulted with an advisor on our team for validation before eventually applying for a job.
Ray previously worked in the film industry as a production coordinator for ten years, living in various locations across the US. When asked why he became a financial advisor, Ray explains that he found a passion while learning the process of how to pay off his own student loans and then helping others do the same. During his time at GIA, he fell even more in love with financial planning while going through the CFP® process. The psychology behind financial planning and helping clients achieve their goals intrigues him.
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.
For personalized financial guidance, schedule an intro call with our team at Goodwin Investment Advisory in Woodstock, Georgia . Our CFP® professionals can provide advice and help you navigate how to invest your wealth and plan for your retirement. We’d love to help you live out your legacy! To learn more about the benefits and services we offer click here.
Goodwin Investment Advisory is an SEC-registered investment adviser (CRD #131193), and this episode is produced by evanced.net. This podcast is for informational purposes only and is not investment advice or a recommendation to buy or sell any financial products, securities, digital assets, or other investments. It should not be used as the basis for any financial decisions. The host and/or guests may personally hold investments mentioned in this episode. All investments involve risk, and past performance does not guarantee future results. Please consult with a qualified financial adviser, tax professional, and attorney before taking action on any information shared.
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