Josh Bingtan, Cfp® Email & Phone Number

As a CERTIFIED FINANCIAL PLANNER™ with CAPTRUST, I bring a focused and analytical approach to financial planning for our wealth management clients. Now in my third year with the firm, my role involves developing comprehensive financial strategies that cater to the unique needs of each client.My journey in the finance world encompasses nearly seven years, including four years in the insurance industry, where I built a foundational understanding of diverse financial scenarios. This experience has been instrumental in advising a broad spectrum of clients, ranging from young professionals at the onset of their financial paths to retirees seeking stability and growth in their hard-earned assets.In addition to my financial expertise, I have a background in audio/video production and digital media. This experience, along with being a musician since childhood, has contributed to my ability to approach my career with a creative and adaptable mindset. It has also equipped me with the skills to effectively communicate complex financial concepts in a clear and concise manner.I am committed to continuous professional growth and am keen on connecting with individuals and organizations who value thorough and meticulous financial planning. My goal is to forge lasting relationships based on trust, integrity, and the consistent delivery of exceptional service.

Listed skills include Music, Social Media, Video Editing, Team Leadership, and 17 others.

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  California State University-Sacramento

  Economics