Tammy Goodman is a CFP-designated registered investment advisor at Tammy Goodman Financial, LLC, based in Charlotte, NC, with 12 years of industry experience. Tammy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Corporate Executives, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 5 more. Their firm serves 7 clients with $3.8M in assets under management.
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Tammy Goodman Financial offers investment management services in combination with integrated financial planning at no additional cost. Investment management is not offered as a standalone service.
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Tammy Goodman
Location
Charlotte, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Tammy Goodman Financial, LLC
Previous Registrations
M Holdings Securities, INC.Broker
Wachovia Insurance Services Broker Dealer, INC.Broker
State Registrations2 states
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Additional Information
Over 20 years of my career has involved working with financial programs for executives and high net worth individuals in different capacities and environments. I have been labeled an ace in the executive compensation arena, having spent many years at public companies in different capacities in the development, execution and administration of executive compensation and benefit programs. My days have been filled with uncountable consultations about how equity awards work, and translating the ins and outs of nonqualified benefits (like deferred compensation and supplemental retirement programs), and helping departing executives navigate the complexities of their company benefits following employment terminations. I understand how the abstract concepts of an employer’s executive compensation programs actually translate into “in your wallet” outcomes.