brian goebel

Brian J. Goebel, CPA, PFS, CFP®

Financial Advisor

Education

Indiana University, Bloomington: B.S. Accounting (with High Distinction)
Certified Public Accountant (CPA)
Personal Financial Specialist (PFS)
Certified Financial Planner
In 1998, Brian received the highest score nationally among applicants taking the Personal Financial Specialist exam

Experience

“I joined Pettinga Financial Advisors after a tenure with Harding Shymanski & Company PSC, where I concentrated on income and estate taxation.”

Special Strengths

Investments
Estate Planning
Financial Planning
Taxes
Charitable Estate Planning
Closely Held Businesses
Intergenerational Wealth Transfer
Succession Planning