Brian GoebelCPA, PFS, CFP®
Financial Advisor

Pettinga Financial Advisors - Brian Goebel

Helping clients achieve their goals is the most satisfying part of my work. As a firm, we’re trustworthy and service-oriented with a strong technical background, and constantly looking for opportunities to help our clients increase the chances of meeting their objectives. We always put our clients first.

PERSONAL PHILOSOPHY

Being a CPA, a PFS, and a CFP® gives me different lenses for examining our clients’ situations. I can bring investment knowledge, tax knowledge, and financial planning expertise to the table.  And, since we don’t sell products, we can put our client’s interests first.

We’re proactive in reaching out and helping clients meet their objectives, and we’ve taken the time to earn and maintain professional credentials.  Performance comes and goes; we can’t control the market.  However, we always have a solid understanding of what our clients are invested in and why.

 

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