Profil
Mr. Bradley J.
Goodwin is a Founder & Chief Executive Officer at SLWA LLC.
Mr. Goodwin began his career at Merrill Lynch.
Prior to founding San Luis Wealth Advisors, he was a Managing Director at Wells Fargo Advisors.
In addition to a career of being a Series 7 licensed securities broker, Brad has gained valuable experience in real estate investing.
His focus has been primarily on the multi-family market.
Further, he has also been active in private equity as an investor, as well as a consultant to capital raise campaigns for early stage companies.
He received his MBA from California Polytechnic State University (San Luis Obispo).
Aktive Positionen von Brad Goodwin
| Unternehmen | Position | Beginn |
|---|---|---|
SLWA LLC
 SLWA LLC Investment ManagersFinance SLWA LLC (dba San Luis Wealth Advisors) is an independent, SEC-registered investment advisor headquartered in San Luis Obispo, California. The firm was founded by Brad Goodwin in 2020 and provides investment management services and financial planning to individuals, families, trusts, charitable organizations and foundations, businesses, and pension plans. | Vorstandsvorsitzender | 01.06.2020 |
Ausbildung von Brad Goodwin
| California Polytechnic State University (San Luis Obispo) | Masters Business Admin |
Erfahrungen
Besetzte Positionen
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Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
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Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
SLWA LLC
SLWA LLC Investment ManagersFinance SLWA LLC (dba San Luis Wealth Advisors) is an independent, SEC-registered investment advisor headquartered in San Luis Obispo, California. The firm was founded by Brad Goodwin in 2020 and provides investment management services and financial planning to individuals, families, trusts, charitable organizations and foundations, businesses, and pension plans. | Finance |
