Sean Goodman
Wealth Advisor @ Prudential / LPL | Series 7, 63, 65
- Role
- Wealth Advisor at Prudential Financial
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Sean Goodman
Since starting Wealth Advisor with Prudential Advisors in August 2025, my focus has been on delivering exceptional family wealth management services fortified by a deep understanding of investment management. Our team\'s dedication to crafting bespoke financial strategies has been the cornerstone of our client relationships. At Prudential, we pride ourselves on transparently navigating complex investment landscapes, which has been a natural progression from my previous role at Charles Schwab. Here, I continue to embrace the mission of simplifying financial complexities for high-net-worth individuals, ensuring their peace of mind and financial security.
Experience
Wealth Advisor
Aug 2025 — Present
Education
University of Massachusetts at Lowell
Bachelor of Science (BS)
Skills
- Trading Strategies
- Investments
- Mutual Funds
- Client Relations
- Strategic Financial Planning
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