Heaven Goodwin (CRD# 7283134) is an Investment Advisor Representative working at Monument Wealth Management in Alexandria, VA and has over 3 years of experience in the finance industry. Heaven Goodwin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Monument Wealth Management | Alexandria, VA | Jun 2019 - Current | 4 |
Georgetown University | Washington, DC | Aug 2017 - Dec 2019 | 2 |
City, University Of London | London, | Jan 2019 - May 2019 | < 1 |
Monument Wealth Management | Alexandria, VA | Sep 2018 - Dec 2018 | < 1 |
Pinnovative Designs | Newburyport, MA | Jun 2018 - Aug 2018 | < 1 |
Monument Wealth Management | Alexandria, VA | Jan 2018 - May 2018 | < 1 |
The Sebastian | Vail, CO | Jun 2017 - Aug 2017 | < 1 |
Tulane University | New Orleans, LA | Aug 2015 - May 2017 | 1 |
Insulet Corporation | Billerica, MA | Jun 2016 - Aug 2016 | < 1 |
Tulane Community Tutors | New Orleans, LA | Sep 2015 - May 2016 | < 1 |
The Port Tavern | Newburyport, MA | Aug 2014 - Aug 2015 | 1 |
Newburyport High School | Newburyport, MA | Aug 2013 - May 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jul 2020 |
- CA
- TX
- VA
-
Total Assets Under Management434MILLIONS
-
Total Number of Accounts826ACCOUNTS
-
Average Account Value$525,211
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, DC, FL, MD, NC, NJ, NY, TX, VA
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