“Failures are finger posts on the road to achievement.” — C.S. Lewis

Joshua Swartz, CFP

Wealth Manager

Joshua joined JPH Advisory Group in January of 2012, after interning with the firm in 2011. He graduated from Liberty University in 2011 with a bachelor’s degree in finance, while also completing the education requirements for the CERTIFIED FINANCIAL PLANNER™ designation. He successfully passed the CFP® exam in March 2013, and was able to bear the CFP® marks in June of 2014, after completing all of the necessary requirements. At the time that he obtained the CFP® marks, he was one of the youngest CERTIFIED FINANCIAL PLANNER™ professionals in the nation.

Joshua serves as Wealth Manager with the firm, working directly with clients in all areas of the wealth management process. He is particularly well versed in Social Security and retirement planning strategies, and enjoys finding unique planning strategies to meet each client’s individual goals.

Joshua married his wife, Victoria, in July 2016, and enjoys exploring all that Atlanta has to offer alongside her. When they aren’t trying out the newest Atlanta restaurant, he is actively involved with Renovation Church in downtown Atlanta.

EDUCATION

Liberty University, Bachelors in Financial Planning

JOINED JPH

June 2011

CERTIFICATIONS

CERTIFIED FINANCIAL PLANNER™ professional

FUN FACT

Joshua’s family can trace its history all the way back to the original pilgrims who came over on the Mayflower!