Peter Goudeau
Financial Advisor, Vice President at Oak Bridge Financial, a financial advisory practice of Ameriprise Financial Services, LLC. | Houston, Texas, United States
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Peter Goudeau serves as a Financial Advisor and Vice President at Oak Bridge Financial, a distinguished financial advisory practice affiliated with Ameriprise Financial Services, LLC. With a robust background in wealth management, Peter specializes in providing tailored financial solutions that align with his clients' unique aspirations and risk profiles. His approach is deeply client-centric, beginning with one-on-one financial advice that prioritizes what matters most to each individual—whether it's planning for retirement, funding education, or making significant purchases like a second home.
At Oak Bridge Financial, Peter leads key projects that focus on personalized investment strategies and comprehensive asset allocation. His expertise encompasses a wide range of financial services, including retirement planning, insurance, and protection planning, ensuring that clients are well-equipped to navigate their financial journeys. By leveraging his skills in small business finance and investments, Peter crafts customized recommendations that empower clients to achieve their long-term financial goals.
Peter's commitment to fostering strong relationships and understanding the nuances of each client's situation sets him apart in the industry. He believes that effective wealth management goes beyond mere numbers; it involves a holistic understanding of clients' dreams and challenges. As a trusted advisor, Peter is dedicated to guiding clients through the complexities of financial planning, helping them build a secure and prosperous future. For more insights on how Peter can assist you in reaching your financial objectives, please visit [Ameriprise Social Media Guidelines](https://www.ameriprise.com/social).
Financial Advisor, Vice President at Oak Bridge Financial, a financial advisory practice of Ameriprise Financial Services, LLC. in July 2020 to Present
Vice President, Wealth Advisor at Oak Bridge Financial, LLC in November 2019 to July 2020
Wealth Advisor at Oak Bridge Financial, LLC in November 2015 to July 2020
Financial Services Professional at NYLIFE Securities LLC in October 2012 to July 2020
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Abilene Christian University, Bachelor of Business Administration (B.B.A.), January 2010 to January 2012
Sam Houston State University, January 2008 to January 2010
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Small Business
Investments
Retirement
Wealth Management
Insurance
Financial Services
Protection Planning
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What company does Peter Goudeau work for?
Peter Goudeau works for Oak Bridge Financial, a financial advisory practice of Ameriprise Financial Services, LLC.
What is Peter Goudeau's role at Oak Bridge Financial, a financial advisory practice of Ameriprise Financial Services, LLC.?
Peter Goudeau is Financial Advisor, Vice President
What is Peter Goudeau's personal email address?
Peter Goudeau's personal email address is pe****[email protected]
What is Peter Goudeau's business email address?
Peter Goudeau's business email address is peter.goudeau@***.***
What is Peter Goudeau's Phone Number?
Peter Goudeau's phone (214) ***-*155
What industry does Peter Goudeau work in?
Peter Goudeau works in the Financial Services industry.
Peter Goudeau Email Addresses
Peter Goudeau Phone Numbers
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