Brian J. Goebel, CPA, PFS, CFP®
Chief Investment Officer
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
