Fred C. Goduti

Fred C. Goduti serves as Senior Financial Advisor at Sullivan & Associates in Huntersville, NC.

As Senior Financial Advisor and CERTIFIED FINANCIAL PLANNER® professional backed by the global resources of Wells Fargo Advisors Financial Network, I am dedicated to a wealth management approach that is centered on your life’s priorities - your family, your friendships, and your favorite things to see and do.

Truly understanding your whole life, not just your money, is the foundation we build upon together to make good choices and trade-offs in your financial life. Your personal priorities and values will drive the creation of a customized and dynamic plan where you and I will make changes based on your needs and choices as you face the everyday tradeoffs in life.

Not only will this plan help to bring your life’s priorities and money together but it will become the basis of our relationship and allow you to focus and fund the things that matter most to you. My role as a professional with more than 20 years of investment planning experience is to marshal the vast resources of Wells Fargo Advisors Financial Network on your behalf and to be your advisor, guide and advocate.

That's the personal service I strive to deliver. By way of background, I joined Wells Fargo Advisors in 1995 after receiving a Bachelor of Science degree in marketing from Franciscan University in Steubenville, Ohio.

I also was awarded the Certified Financial Planner® certification from the College for Financial Planning in Denver, Colorado. CFP® certification includes a rigorous educational program and examination, as well as stringent experience requirements.

As a CERTIFIED FINANCIAL PLANNER® professional I adhere to a professional Code of Ethics and fulfill strict annual continuing education requirements. In addition to the CERTIFIED FINANCIAL PLANNER® certification, I am a Private Investment Management (PIM) Portfolio Manager - a designation awarded based on experience as a portfolio manager; a specified level of assets under management; industry experience; and successful completion of FINRA Series 65 or 66 securities registrations.

Away from the office, I am active in family and church activities and enjoy traveling, hiking, golf and tennis. I also serve as volunteer and former Commander of the local Fraternus Chapter mentoring program for young men about virtues.

My wife Amy and I have eight children - Kathryn, Grace, Christian, Jake, Mary Rose, Clare and twins John and Brigid. California Insurance License: 0H79020.

Resident State: NC

The PIM program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the advisory disclosure documents for a full description of our services. The minimum account size for this program is $50,000.