Financial Life Plans
We'll create a comprehensive financial life plan based on your goals and dreams. Covering investments, tax optimization, retirement, risk management, and estate planning
We'll make sure your financial life plan stays on track through ongoing advice, wealth management, and optional tax preparation
A chance to speak with a financial planner about a specific financial problem
How we're different
Financial Problem Solvers
As MIT and Harvard-trained engineers, we aim for simple solutions to complex problems
Transparent and Honest
We want you to understand everything we're doing, and all our fees are posted on our website
We'll meet you where you are
Financially and Geographically, we'll work wherever you're comfortable
We're not Salesmen
As fiduciary, fee-only Financial Planners, we don't sell any products
Check the background of this firm on FINRA's BrokerCheck.
Founder / Advisor
I founded Krehbiel Financial after 15 years in marketing and engineering management at Harris and Intersil, and 11 years teaching physics at West Shore Jr./Sr. High School in Melbourne, FL. Throughout my career, problem-solving, interpersonal skills, and teaching have been keys to my success in working with people.
I have an engineering degree from Caltech and a masters in management from M.I.T. I am a CERTIFIED FINANCIAL PLANNER™ professional and a member of NAPFA (National Association of Personal Financial Advisors) and the XY Planning Network.
When I'm not helping people accomplish their goals with their money, I enjoy road biking, bike tourism, traveling, meals with friends, and being a member of Church in the Wild, in Melbourne, FL.
I joined Krehbiel Financial after 6 years as a Data Scientist and Product Manager at Quora.com. Before that, I earned my undergrad degree from Harvard where I studied statistics and computer science.
I grew up in Melbourne, FL and moved back in 2019 to raise my family here. When not helping people with their financial planning needs, I like watching and playing soccer and basketball, strategy games, going to church, and hanging out with my wife and 2 kids (1 & 4 years old).