Julian Goodman is an Account Manager at Stonebridge Financial Group, helping clients and financial advisors build strategies that align with their goals. Holding the Series 7, Series 66 FINRA registrations, and California Life & Health Insurance licenses, he blends macroeconomic insights with technical and fundamental analysis to guide investment strategies.
With prior experience at Beacon Pointe, a registered investment adviser (RIA), and a degree in Business Finance from San Francisco State University, Julian brings both experience and dedication to his work. A Bay Area native, he’s passionate about basketball, hiking, and discovering new culinary experiences.
Check the background of this investment professional on FINRA’s BrokerCheck.
