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Jeff Goodrich is a seasoned CPA with 20+ years of experience in financial planning, analysis, and consulting. He has held various positions, including President of Goodrich Financial Services, Inc., and Senior Financial Consultant at Accretive Solutions. With a Bachelor of Science in Accounting and Finance from Florida State University, he has developed expertise in insurance and retirement planning, financial reporting, and strategic planning. With a strong background in the financial industry, Jeff has consistently provided sound financial advice to clients. He is certified as a CPA and has expertise in the Sarbanes-Oxley Act.

Credentials

  • CPA
    -
    Jun, 1981
    - Jun, 2026
  • Life Insurance Including Variable Annuity and Health
    Florida Department of Financial Services

Experience

    • President
      • 2004 - Present

      Stress Free Retirement Planning, Retirement Income Stream Optimization Planning, Financial Planning

    • Senior Financial Consultant
      • Aug 2010 - May 2013

      Interim CFO for a large Pathology Lab Company for 2 years as well as a Senior Internal Auditor for a Mortgage Bank for 1 year.

    • Various Financial positions including CFO for 175 Physicians at JFPA UF/Shand...
      • Sep 1979 - Mar 2004
      • Jacksonville, Florida Area

      Consistently Striving to Provide Sound Financial Advice for Clients!

Education

  • 1977 - 1979
    Florida State University - College of Business

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Accounting and Auditing”

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