John Krehbiel
- CFP®
Krehbiel Financial
Satellite Beach, FL
Contact John
John can help you with
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Investment Analysis
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Retirement Planning
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Employee Benefits
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Tax Optimization
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Insurance Planning
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College Planning
John specializes in
- Business Owner/Entrepreneur
- Grade School Teacher
- Technology Professional/Engineer
- Corporate Officer
- Couples
Expertise
- Investment Analysis and Planning
- Portfolio Management
- Portfolio Guidance
- Retirement Planning
- Social Security Planning
- Benefits and Compensation Planning for Employees
- Equity Stock and Options Planning for Employees
- Tax Efficient Withdrawal Planning
- Tax Optimization
- Tax Preperation
- Insurance and Risk Management
- Self Employed Health Insurance Planning
- Estate and Legacy Planning
- Charitable Giving
- Cash Flow Analysis
- Budgeting
- Debt Management
- Student Loan Repayment
- Saving and Investing for College
- Late Stage College Funding and Planning
- Financial Behavior and Wellness Education
- Life Event Planning
- Windfall Planning
- Real Estate Planning
- Domestic Relocation Planning
- Business Finance Planning
- Benefits and Compensation Planning for Employers
- Intergenerational Planning
- Tax Preparation
Pricing
- One-time consultation: $300
- Comprehensive Financial Life Plan Development Process: includes 4 to 8 meetings over 4 months: Total fee = 1% of Annual Gross Income + 0.5% of Investable Assets
- On-going Wealth Management and Comprehensive Financial Planning: Minimum= $250/month; Maximum $833/month
About
I was trained in problem-solving at M.I.T. and Caltech, and I can help you solve your financial problems in a way that is consistent with your goals and values. I am committed to giving you Honest Answers and Smart Advice. Because of my background, I specialize in working with tech professionals and busy couples who realize that their time is better spent focusing on their careers and their families, not the intricacies of financial planning.
As a CERTIFIED FINANCIAL PLANNER(TM) professional and a fiduciary, I will always act in your best interest.
I founded Krehbiel Financial after 15 years in marketing, engineering and executive management at Harris and Intersil, and 11 years teaching physics at West Shore Jr./Sr. High School in Melbourne, FL. Throughout my careers, problem-solving, interpersonal skills, and teaching have been keys to my success in working with people. I was a financial do-it-yourselfer for over 25 years; one day on the radio, I heard Dave Ramsey say, “You want a financial advisor who has the heart of a teacher”, and I thought, “That’s me! I have a passion for understanding and explaining finances to people.”
When I am not helping people accomplish their goals with their money, I enjoy road biking, bike tourism, traveling, meals with friends, and being a member of Trinity Wellsprings Church in Satellite Beach, FL.