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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-29-2019
- Office Locations
- 1
Office Locations
About Tammy Goodman Financial, LLC
Tammy Goodman Financial is a planning-centric firm led by Tammy Goodman (CFP®, EA, MBA, CECP). Working virtually from Charlotte, NC, the practice takes a collaborative, tax-savvy approach—integrating cash flow, benefits, risk management and ongoing tax strategy with tax-efficient investing. Portfolios primarily use ETFs and U.S. government/agency bonds and are custodied at Charles Schwab.
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Owner & Executives
TAMMY A GOODMAN
Chief Compliance Officer, FINANCIAL PLANNER, FOUNDER, Investment Advisor, Manager
- CRD
- #5064826
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,851,141 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,851,141 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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