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Johnnie G
Series 63, Series 65, Series 66
Irvine, CA
LBG Advisor
Johnnie Goodman is the sole advisor at LBG Advisor in Irvine, CA, holding Series 63, 65, and 66 licenses with 16 years of industry experience. He has been with LBG Advisor since 2012. Outside of his advisory role, he provides retirement planning, life insurance consulting, estate planning consulting, and long-term care insurance services. LBG Advisor offers investment advisory and financial and estate planning services to individuals, trusts, pension and profit-sharing plans, corporations, and nonprofits. The firm manages assets primarily on a non-discretionary basis and employs a combined top-down sector rotation and bottom-up security selection investment approach.
Craig S
Series 63, Series 65
Irvine, CA
LBG Advisor
Craig Sweeney is the sole advisor at LBG Advisor and holds Series 63 and Series 65 licenses, with seven years of industry experience. He has been with LBG Advisor since 2015 and also owns and consults for Resource Planning Management and Insurance Services, a business focused on estate planning, nursing home planning, and insurance sales. LBG Advisor provides investment advisory and financial and estate planning services to individuals, trusts, pension and profit-sharing plans, corporations, and nonprofit organizations. The firm operates on a non-custodial, primarily non-discretionary basis and employs a combined top-down sector rotation and bottom-up security selection investment approach.
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