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Josiah Robison

CCO | CTO
Financial Advisor | Client Support

Phone:

719-393-2250

Email:

Bio Highlights

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.

About Josiah

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.

Professional Designations

CKA®

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.

CFP®

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.

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Rise Financial Partners LLC (“RFP”) is a registered investment adviser offering advisory services in the State of Florida and in other jurisdictions where exempted from registration. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by RFP in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of RFP, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

All posts and comments are personal and conversational and are not meant to be recommendations in any way. Investors should seek professional advice before making any investment. Any discussion of markets, investments and asset classes is for discussion purposes only and should not be construed as a recommendation in any way. All investments have risk and may lose value. Past performance is not indicative of future results.

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