Broker Check
Paul Goudy

Paul Goudy

Wealth Advisor

(650) 401-2272

paul.goudy@traversewealthmanagment.com

With over eight years of industry experience, Paul Goudy brings a wealth of knowledge to his role as a Wealth Advisor at Traverse Wealth Management. Paul's journey began immediately after graduating from Arizona State University in 2013, when he joined a financial advisory team at the Ameriprise Advice Center in Las Vegas.

His career has since taken him to Colorado, where he honed his trading skills and gained insights into the needs of affluent clients on a High Net Worth Servicing Team at Charles Schwab. Following this, Paul specialized in 401k Retirement Plans on the Retirement Sales Team at Transamerica. These experiences culminated in Paul rejoining Ameriprise, working alongside his late father, Patrick Goudy. After his father's passing in 2022, Paul took over the practice and continued his financial advisory journey, partnering with Jonathan Lucas.

Paul's goal is to provide his clients with a comprehensive, personalized approach to financial planning, ensuring they receive exceptional service every step of the way. Outside of work, Paul enjoys an active lifestyle with his wife, Kassidy, their children, Gianna and Patrick, and their two miniature schnauzers, Charlie and Gigi. They love exploring the great outdoors, skiing and snowboarding in the winter, and golfing in the summer.

CA Insurance License #0684538