Josh Hartley, CFP® – CERTIFIED FINANCIAL PLANNER™
Josh’s first experience in investments came while at Mississippi State University where he helped manage the Tennessee Valley Authority’s Nuclear Decommissioning Trust Fund. In order to grow this trust fund, the right balance of risk and reward must be found. Josh knew he had found his calling when he realized that regular people have to face this same issue every day.
Josh started helping individuals with their investments in 2005 after graduating from Mississippi State University’s school of Banking and Finance. While skilled in many areas of financial planning, he likes to focus on retirement income planning, college planning and investment management. He works hard at trying to simplify the financial planning process for his clients. He has helped his clients navigate some of life’s greatest financial challenges, including divorce, the sale of a business, and managing an inheritance.
Josh is a CERTIFIED FINANCIAL PLANNER™ practitioner. In order to qualify as a CFP®, he has met stringent education, experience and ethics requirements and voluntarily subjected himself to rigorous examination to prove his expertise in financial planning.
Josh attends First Baptist Church, Columbus, MS and enjoys reading, watching movies, and traveling. But most of all, he loves spending time with his wife, Sara, his son, Preston, and his dogs, LJ and Cujo.