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Brian J. Goebel, CPA, PFS, CFP
Education:
A native of Evansville and graduate of Mater Dei High School, Brian attended Indiana University where he earned the degree of Bachelor of Science in Business and graduated with High Distinction.
Experience:
Brian joined Pettinga Financial Advisors after a career with Harding Shymankski, where he concentrated on income and estate taxation, and he also spent one year with the Old National Trust Company. He is a Certified Public Accountant (CPA), a Certified Financial Planner (CFP), and a Personal Financial Specialist (PFS). Brian received the highest score nationally for his Personal Financial Specialist exam sitting.
Although all of our planners are well versed and knowledgeable in all areas of financial planning, Brian's strengths are in the following areas:
- Investments
- Estate Planning
- Financial Planning
- Taxes
- Charitable Estate Planning
- Closely Held Businesses
- Intergenerational Wealth Transfer
- Succession Planning
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