CCO | CTO
Financial Advisor | Client Support
Newlywed as of July 2023
Director of Compliance at Rise
Things I Enjoy:
-Spending time with my wife
-Serving at Church
About my Financial Practice:
Practice Partners: Jeff Speers, RICP®
Pursuing the CFP® designation, Josiah takes a big picture approach to helping clients with their finances. Josiah works with clients to build a foundational financial plan and brings his experience in faith based investing to the table when clients desire to align their investments with their values.
Working with Rise's founder, Thomas Hlohinec, for many years, Josiah has helped to develop Biblically Responsible Investment strategies.
Josiah graduated from such and such University with a degree in Finance. He recently got married in the summer of 2023 to his wife, Yana.
He loves things and stuff and Josh doesn't know him that well personally, yet, so he doesn't have a whole lot to write here in this draft bio.
The CERTIFIED KINGDOM ADVISOR® designation is awarded to financial advisors who are committed to integrating biblical wisdom and principles into their financial planning practices.
CKA® professionals help clients develop a plan for managing their finances in a way that honors God, supports their personal and family goals, and aligns with their spiritual priorities. CKA® professionals are also held to high ethical and professional standards, and they must undergo ongoing education and adhere to a strict code of ethics to maintain their certification.
The CERTIFIED FINANCIAL PLANNER™ designation is awarded to individuals who have completed the rigorous education, examination, and experience requirements in the field of financial planning.
A CFP® professional is trained to provide comprehensive financial planning services to clients, including investment management, retirement planning, tax planning, estate planning, and risk management. They are held to high ethical and professional standards, and they must undergo ongoing education and adhere to a strict code of ethics to maintain their certification.