Veronica Estrada Dibble
Investment adviser representative at Goodwin Investment Advisory
11 yearsExperience
1 stateRegistered in
$397MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Goodwin Investment AdvisoryMar 2026 to now
- Earn Into WealthFeb 2025 to Feb 2026
- Big Dream ConsultingApr 2019 to Jan 2025
- Bank of AmericaJul 2017 to Mar 2019
- UnemployedApr 2017 to Jun 2017
- J.P. MorganApr 2015 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2008
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (GA).
Goodwin Investment Advisory
Legal name: Goodwin Investment Advisory, LLC
$397MAssets managed
402Clients
8Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5147843
- Firm CRD
- 131193