matthew volkman

Matthew E. Volkman, CPA, PFS, CFP®

Financial Advisor

Education

Indiana University, Bloomington: B.S. Business Accounting
Certified Public Accountant (CPA)
Personal Financial Specialist (PFS)
Certified Financial Planner

Experience

“I began my career in public accounting with George S. Olive, LLC (now BKD, LLP) in Indianapolis. Before joining Pettinga Financial in 1995, I served with The Windsor Group, a Registered Investment Advisor in Indianapolis.”

Special Strengths

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