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Connor G

Series 65

Hialeah, FL

CG Capital Wealth LLC

Connor Goodwin is a financial advisor at CG Capital Wealth LLC with four years of industry experience. He holds a Series 65 designation and has worked previously at Trinity Wealth Securities, LLC and Florida Financial Advisors. Outside his advisory role, he is a licensed insurance producer involved in fixed and indexed annuity and life insurance sales. CG Capital Wealth LLC serves individual and business clients offering comprehensive financial planning, discretionary portfolio management, and insurance and annuity consulting. The firm focuses on a small client base, constructing diversified, cost-conscious portfolios primarily using exchange-traded funds and mutual funds with an emphasis on long-term investment and periodic rebalancing.

General retirement planning Income planning Cash flow / budgeting Annuities Life insurance needs analysis
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