Josh Pollard, Cfp®, Cepa

Josh Pollard, Cfp®, Cepa Email and Phone Number

Co-Founder | Managing Partner at FERN Financial Group, LLC @ FERN Financial Group, LLC
Josh Pollard, Cfp®, Cepa's Location
Mesa, Arizona, United States, United States
About Josh Pollard, Cfp®, Cepa

Josh is a Managing Partner at FERN Financial Group, LLC providing wealth management advice to professional athletes and private clients.

Josh Pollard, Cfp®, Cepa's Current Company Details
FERN Financial Group, LLC

Fern Financial Group, Llc

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Co-Founder | Managing Partner at FERN Financial Group, LLC
Josh Pollard, Cfp®, Cepa Work Experience Details
  • Fern Financial Group, Llc
    Managing Partner
    Fern Financial Group, Llc Sep 2022 - Present
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  • One Capital Management, Llc
    Director | Wealth Management
    One Capital Management, Llc Jun 2020 - Sep 2022
    Westlake Village, California, United States
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  • One Capital Management, Llc
    Associate | Wealth Management Analyst
    One Capital Management, Llc Jan 2018 - May 2020
    Westlake Village, Ca
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  • Arista Wealth Management
    Financial Planning Intern
    Arista Wealth Management May 2017 - Aug 2017
    Phoenix, Arizona Area
    Observe client meetings.Use eMoney to build financial plans for clients.Integrate institutional client data using Redtail and Record Keeping software.Track performance of model portfolio's.Use fi360 benchmark software to evaluate retirement plan funds.
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  • Frandsen Morrill Advisors
    Financial Planning Intern
    Frandsen Morrill Advisors Aug 2016 - May 2017
    Provo, Utah Area
    Marketing (Facebook, LinkedIn, Google+)Financial Planning Software data inputNew Business (Paperwork Processing and Review)
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  • Bcj Financial Group
    Financial Planning Intern
    Bcj Financial Group May 2016 - Aug 2016
    Sandy
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Josh Pollard, Cfp®, Cepa Education Details

  • Utah Valley University
    Utah Valley University
    Business And Personal/Financial Services Marketing Operations
  • The University Of Kansas
    The University Of Kansas
    Finance, General

Frequently Asked Questions about Josh Pollard, Cfp®, Cepa

What company does Josh Pollard, Cfp®, Cepa work for?

Josh Pollard, Cfp®, Cepa works for Fern Financial Group, Llc

What is Josh Pollard, Cfp®, Cepa's role at the current company?

Josh Pollard, Cfp®, Cepa's current role is Co-Founder | Managing Partner at FERN Financial Group, LLC.

What schools did Josh Pollard, Cfp®, Cepa attend?

Josh Pollard, Cfp®, Cepa attended Utah Valley University, The University Of Kansas.

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