Josh Gideon, Cfp®
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Josh Gideon, Cfp® Email & Phone Number

Financial Planner at Richard P. Slaughter Associates, Inc.
Location: Dallas-Fort Worth Metroplex, United States, United States 4 work roles 2 schools
2 work emails found @slaughterinvest.com 6 phones found area 972, 214, and 512 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails · 6 phones

Work email j****@slaughterinvest.com
Direct phone (972) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Richard P. Slaughter Associates, Inc.
Role
Financial Planner
Location
Dallas-Fort Worth Metroplex, United States, United States
Company size
15 employees

Who is Josh Gideon, Cfp®? Overview

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Quick answer

Josh Gideon, Cfp® is listed as Financial Planner at Richard P. Slaughter Associates, Inc., a company with 15 employees, based in Dallas-Fort Worth Metroplex, United States, United States. AeroLeads shows a work email signal at slaughterinvest.com, phone signal with area code 972, 214, 512, and a matched LinkedIn profile for Josh Gideon, Cfp®.

Josh Gideon, Cfp® previously worked as VP - Financial Consultant at Charles Schwab and Associate Financial Consultant at Charles Schwab. Josh Gideon, Cfp® holds Masters Of Science (M.S), Personal Financial Planning from College For Financial Planning.

Company email context

Email format at Richard P. Slaughter Associates, Inc.

This section adds company-level context without repeating Josh Gideon, Cfp®'s masked contact details.

{first}@slaughterinvest.com
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AeroLeads found 2 current-domain work email signals for Josh Gideon, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Josh Gideon, Cfp®

Josh Gideon, Cfp® is a Financial Planner at Richard P. Slaughter Associates, Inc.. He possess expertise in asset allocation, 401k rollovers, small business retirement plans, microsoft word, microsoft excel and 3 more skills.

Listed skills include Asset Allocation, 401K Rollovers, Small Business Retirement Plans, Microsoft Word, and 4 others.

Current workplace

Josh Gideon, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Richard P. Slaughter Associates, Inc.
Richard P. Slaughter Associates, Inc.
Financial Planner
austin, texas, united states
Website
slaughterinvest.com
Employees
15
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Company profile
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4 roles

Josh Gideon, Cfp® work experience

A career timeline built from the work history available for this profile.

Financial Planner

Current
Richard P. Slaughter Associates, Inc.

Austin, Texas Area

  • Clients often communicate that the trust we’ve earned over the years comes from the consistency of our gracious service and relationships we’ve build with them. My role on the team is to create that relationship.
  • Asset allocation, location, and diversification
  • Detailed investment planning
  • Educating heirs and future generations
  • Education planning
  • ESPP’s, RSU’s, stock options and deferred compensation plans
Jan 2020 - Present

Vp - Financial Consultant

Charles Schwab

Northwest Austin

Managed and grew a practice of appropriately 250 families representing about 400mm. Primary responsibilities included working with prospective and current clients to create financial plans with various degrees of complexity, establish an investing strategy, and help to implement strategies into self-directed, discretionary, or non-discretionary accounts.

Oct 2018 - Dec 2019

Associate Financial Consultant

Charles Schwab

Austin, TX

Supported Financial Consultants in day-to-day planning/business development. Worked with clients not assigned to a Financial Consultant to create financial plans and implement various investment strategies to achieve goals established during financial planning.

Sep 2017 - Oct 2018
Team & coworkers

Colleagues at Richard P. Slaughter Associates, Inc.

Other employees you can reach at slaughterinvest.com. View company contacts for 15 employees →

LB Lafe Blobaum Lafe Blobaum Colleague at Richard P. Slaughter Associates, Inc. Austin, Texas Metropolitan Area, United States View → LM Laura Martin, Aif®, Wms Laura Martin, Aif®, Wms Colleague at Richard P. Slaughter Associates, Inc. Austin, Texas, United States, United States View → BT Bob Tabor, Aif®, Awma®, Bob Tabor, Aif®, Awma®, Colleague at Richard P. Slaughter Associates, Inc. Austin, Texas, United States, United States View → JS James Sherrard, Cfa, Cfp® James Sherrard, Cfa, Cfp® Colleague at Richard P. Slaughter Associates, Inc. Austin, Texas, United States, United States View → CN Chantel Nichols Chantel Nichols Colleague at Richard P. Slaughter Associates, Inc. Austin, Texas, United States, United States View → AH Alyssa Harris Alyssa Harris Colleague at Richard P. Slaughter Associates, Inc. United States, United States View → MD Michael Diplacido, Cfp® Michael Diplacido, Cfp® Colleague at Richard P. Slaughter Associates, Inc. Austin, Texas, United States, United States View → JM Jeremy Mocek, Cfp®, Apma® Jeremy Mocek, Cfp®, Apma® Colleague at Richard P. Slaughter Associates, Inc. United States, United States View → TB Tanner Banister, Cfp® Tanner Banister, Cfp® Colleague at Richard P. Slaughter Associates, Inc. Austin, Texas, United States, United States View → TM Trevor Martin Trevor Martin Colleague at Richard P. Slaughter Associates, Inc. Austin, Texas, United States, United States View →
2 education records

Josh Gideon, Cfp® education

FAQ

Frequently asked questions about Josh Gideon, Cfp®

Quick answers generated from the profile data available on this page.

What company does Josh Gideon, Cfp® work for?

Josh Gideon, Cfp® works for Richard P. Slaughter Associates, Inc..

What is Josh Gideon, Cfp®'s role at Richard P. Slaughter Associates, Inc.?

Josh Gideon, Cfp® is listed as Financial Planner at Richard P. Slaughter Associates, Inc..

What is Josh Gideon, Cfp®'s email address?

AeroLeads has found 2 work email signals at @slaughterinvest.com for Josh Gideon, Cfp® at Richard P. Slaughter Associates, Inc..

What is Josh Gideon, Cfp®'s phone number?

AeroLeads has found 6 phone signal(s) with area code 972, 214, 512 for Josh Gideon, Cfp® at Richard P. Slaughter Associates, Inc..

Where is Josh Gideon, Cfp® based?

Josh Gideon, Cfp® is based in Dallas-Fort Worth Metroplex, United States, United States while working with Richard P. Slaughter Associates, Inc..

What companies has Josh Gideon, Cfp® worked for?

Josh Gideon, Cfp® has worked for Richard P. Slaughter Associates, Inc. and Charles Schwab.

Who are Josh Gideon, Cfp®'s colleagues at Richard P. Slaughter Associates, Inc.?

Josh Gideon, Cfp®'s colleagues at Richard P. Slaughter Associates, Inc. include Lafe Blobaum, Laura Martin, Aif®, Wms, Bob Tabor, Aif®, Awma®,, James Sherrard, Cfa, Cfp®, and Chantel Nichols.

How can I contact Josh Gideon, Cfp®?

You can use AeroLeads to view verified contact signals for Josh Gideon, Cfp® at Richard P. Slaughter Associates, Inc., including work email, phone, and LinkedIn data when available.

What schools did Josh Gideon, Cfp® attend?

Josh Gideon, Cfp® holds Masters Of Science (M.S), Personal Financial Planning from College For Financial Planning.

What skills is Josh Gideon, Cfp® known for?

Josh Gideon, Cfp® is listed with skills including Asset Allocation, 401K Rollovers, Small Business Retirement Plans, Microsoft Word, Microsoft Excel, Venue Management, Cash Handling Experience, and Guest Service Management.

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