Jeffrey Goodrich V.P Sr. Wealth Advisor - Union Bank
Jeff works with individuals, corporations, foundations and trusts to maximize their investment opporunity. Jeff brings close too 30 years'experience in the fields of finance, investments and estate planning.
(310)550-6479 (310)550-6416 Fax
9460 Wilshire Blvd Beverly Hills, CA 90212-2709 -
MAP
Our holistic approach to Wealth Management includes reviewing our clients' estate and tax plans, as well as their investment and retirement portfolios to build a customized portfolio around our clients' personal preferences, risk tolerance and income needs.
Wealth Management, Trust Services and Fee based Financial Planning. Foreign Exchange, Retail, Private and Commerical Banking. Line of Credit and Home Loans.
High Net Worth individuals who are tired of paying commissions and are concerned with "What keeps them up at night."
Information Not Available
Throught-Out California, Washington and Oregon.
Social Clubs
Coach for West Valley Soccer League
Charities
Downtown Women's Center and the West Valley YMCA.
Graduate Degrees
CFP,CLU ChFC and MSFC.
College Degrees
BA from CSUN, MBA from CLU, MST(Tax) from Golden Gate Law School
Speaking/Teaching
Experience
UCLA, CLU, LACC and the College for Financial Planning.
Organizations
Warner Center & Beverly Hills Estate Planning Counsels.
