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As a Principal at Alegria Advisors, I leverage my CPA, CFP®, and CPFA® credentials and over 15 years of experience in finance and consulting to provide sound financial advice and consultation to individuals and businesses. I am passionate about helping my clients achieve their short and long-term financial goals, whether it is saving for retirement, college, or a major purchase.I also lead the firm's retirement plan administrative and consulting practice, where I advise plan fiduciaries and trustees on the establishment, execution, and administration of various retirement and profit-sharing plans. I partner with an extensive library of retirement plan platforms to tailor each plan to the specific employer's needs and preferences. I enjoy facilitating participant inquiries and educating them on their investment options and plan benefits.When I'm not serving my clients, you can find me at a 5 AM CrossFit class, getting giggles out of my young children, or planning the next family vacation with my better half. Oh, and I may have a small obsession with lawn care; if you need help in this area, do reach out and benefit from my unreasonable amount of research.I love meeting new people, if you'd like to connect you can reach me at 509.895.2100 or kgood@alegriaadvisors.com
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PrincipalAlegria AdvisorsYakima, Wa, Us -
PrincipalAlegria Advisors Jan 2024 - PresentYakima, Wa, Us -
Adjunct Instructor - Information Technology & Communications SystemsPerry Technical Institute Oct 2017 - PresentYakima, Wa, Us -
Substitute Instructor - Business Technology & AccountingPerry Technical Institute Nov 2016 - PresentYakima, Wa, Us -
Principal - Financial Planning And Retirement Plan ConsultingBbm Financial Services, Inc. Jun 2015 - Feb 2024Securities offered through Royal Alliance Associates, Inc., Member FINRA/SIPC. Investment advisory services offered by Kevin Good through Royal Alliance Associates, Inc., a registered investment advisor. Additional advisory services offered by Kevin Good through BBM Financial Services, Inc., a registered investment advisor not affiliated with Royal Alliance Associates, Inc. Fixed and/or Traditional Insurance and TPA services offered through BBM Financial Services, Inc. Neither Royal Alliance Associates, Inc. nor its representatives, offer tax or accounting services.
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Tax ManagerPricewaterhousecoopers Llp Oct 2009 - May 2015Gb -
Graduate AssistantUniversity Of Montana Aug 2008 - May 2009Missoula, Mt, Us -
Freshmen Interest Group LeaderUniversity Of Montana Aug 2006 - May 2007Missoula, Mt, Us-Taught a one credit, 15 week course. Which included one, one hour meeting session each week.-Developed and applied a customized teaching plan.
Kevin Good Skills
Kevin Good Education Details
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Pepperdine Graziadio Business SchoolFinancial Planning And Services -
University Of MontanaAccountancy -
University Of MontanaAccounting
Frequently Asked Questions about Kevin Good
What company does Kevin Good work for?
Kevin Good works for Alegria Advisors
What is Kevin Good's role at the current company?
Kevin Good's current role is Principal.
What is Kevin Good's email address?
Kevin Good's email address is al****@****aol.com
What is Kevin Good's direct phone number?
Kevin Good's direct phone number is +150967*****
What schools did Kevin Good attend?
Kevin Good attended Pepperdine Graziadio Business School, University Of Montana, University Of Montana.
What are some of Kevin Good's interests?
Kevin Good has interest in Triathlon, Volunteer Work, Formula 1 Racing, Fitness, Do It Yourself Projects, Golf, Film Documentaries, Movies, Automotive News, Automotive Detailing And Maintenance.
What skills is Kevin Good known for?
Kevin Good has skills like Accounting, Tax, Us Gaap, Cpa, Corporate Tax, Financial Accounting, Tax Research, Big 4, Tax Accounting, External Audit, Tax Preparation, Management.
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