Kevin Goodman

Vice President, Financial Consultant

Kevin Goodman, CFA, is currently a Vice President and Financial Consultant at Fidelity Investments, where they provide personalized financial planning and investment strategies to high net worth clients. With extensive experience in the financial services industry since 2010, they have previously held roles at Pacific Life Insurance Company, managing product consultancy and account management for various investment products. Kevin earned an MBA in Investments and Finance from the University of Southern California's Marshall School of Business and a BS in Math Applied Science and Economics from UCLA.

Location

Newport Beach, United States

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