Josh Gideon
MS, CFP®, CBEC®
Wealth Advisor and Manager of Business Development and Sales
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 a Wealth Advisor, Josh specializes in advising clients on complex financial plans involving multiple entities and sophisticated strategies. He has a particular passion for maximizing wealth through thoughtful estate and strategic tax planning, helping clients navigate intricate financial landscapes with clarity and confidence.
Leading the firm’s business exit planning efforts, Josh guides business owners in preparing their companies for sale regardless of the timeline, whether the exit is years away or imminent. He supports clients through every stage of the transition, helping them successfully navigate the financial and personal aspects of moving into new chapters of their lives.
Serving as both a Wealth Advisor and a member of the business development and sales teams, Josh is uniquely positioned to identify the financial areas where clients need the most support initially. This dual role enables him to determine the right fit for clients and help create the wealth management team to support them based on expertise, personality, communication style, and capacity that best deliver the firm’s approach to True Wealth Management for each client’s distinct needs and goals.
Things to know about Josh
What hobbies do I enjoy?
“Too many. I love restoring classic cars, working with bonsai, running, and any challenge I can get better at over time.”
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.