Josh Gideon
MS, CFP®, CBEC®
Financial Planner and Business Development Specialist
Education and Accreditations
- Bachelor of Arts in Business from Southwestern University
- Master of Science in Personal Financial Planning from College for Financial Planning
- CERTIFIED FINANCIAL PLANNER® professional
- CERTIFIED BUSINESS EXIT CONSULTANT®
- Series 7, 63, & 66 securities licenses
Expertise
As part of the financial planning team, Josh recognizes that life can be complex and unpredictable. He specializes in creating financial plans to help clients and their families navigate the often-complex financial details in the most effective way possible. Josh has a particular passion for maximizing wealth through estate and tax planning. Our clients appreciate his attention to detail and problem-solving capabilities.
Things to know about Josh
What hobbies do I enjoy?
“I love restoring classic cars and am always looking for the next project.”
What makes a good wealth advisor?
“Fully understanding what is most important to a client in all areas of life, and always keeping that at the forefront when providing guidance.”
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.