Karl Mongold

Karl Mongold is the new financial planner at Good Wealth Management, bringing seven years of real experience as a financial advisor. With a robust foundation in financial planning and client service, Karl employs an analytical and meticulous approach to guide our clients’ financial journeys. He thrives on tackling intricate retirement, investment, and tax planning challenges, delivering tailored recommendations that align with our clients’ goals.

Karl holds a BA in History & Political Science from Bridgewater College. He is Series 7 and 66 licensed through FINRA and has earned the Accredited Portfolio Management Advisor (APMA) designation. Before entering the finance industry in 2017, Karl began his career in secondary education.

Residing in Harrisonburg with his wife, Anna, and their two daughters, Karl is actively involved in his community. He has a strong history of volunteering with Scouting America, recently serving as a Den Leader for his daughter’s Lion Den. Karl and his family are members of Asbury United Methodist Church in downtown Harrisonburg. In his free time, he enjoys reading, camping, watching soccer, and cherishing moments with his family.

For more information, please refer to FINRA’s Brokercheck for his background.

Check the background of investment professionals associated with this site on FINRA’s Brokercheck.

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