brian goebel

Brian J. Goebel, CPA, PFS, CFP®

Financial Advisor


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


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

Special Strengths

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