Managing Partner
Current
Sep 2022 - Present
AeroLeads people directory · profile
Josh Pollard, Cfp®, Cepa Email & Phone Number
Co-Founder | Managing Partner at FERN Financial Group, LLC
at
FERN Financial Group, LLC
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Co-Founder | Managing Partner at FERN Financial Group, LLC
Location
Mesa, Arizona, United States
Who is Josh Pollard, Cfp®, Cepa? Overview
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Quick answer
Josh Pollard, Cfp®, Cepa is listed as Co-Founder | Managing Partner at FERN Financial Group, LLC at FERN Financial Group, LLC, based in Mesa, Arizona, United States. AeroLeads shows a matched LinkedIn profile for Josh Pollard, Cfp®, Cepa.
Josh Pollard, Cfp®, Cepa previously worked as Managing Partner at Fern Financial Group, Llc and Director | Wealth Management at One Capital Management, Llc. Josh Pollard, Cfp®, Cepa holds Bachelor Of Applied Science (B.A.Sc.), Business And Personal/Financial Services Marketing Operations from Utah Valley University.
Company email context
Email format at FERN Financial Group, LLC
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FERN Financial Group, LLC
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Profile bio
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.
Current workplace
Josh Pollard, Cfp®, Cepa's current company
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6 roles
Josh Pollard, Cfp®, Cepa work experience
A career timeline built from the work history available for this profile.
Director | Wealth Management
Jun 2020 - Sep 2022
Associate | Wealth Management Analyst
Jan 2018 - May 2020
Financial Planning Intern
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.
May 2017 - Aug 2017
Financial Planning Intern
Marketing (Facebook, LinkedIn, Google+)Financial Planning Software data inputNew Business (Paperwork Processing and Review)
Aug 2016 - May 2017
Financial Planning Intern
May 2016 - Aug 2016
2 education records
Josh Pollard, Cfp®, Cepa education
Bachelor Of Applied Science (B.A.Sc.), Business And Personal/Financial Services Marketing Operations
Utah Valley University
Finance, General
The University Of Kansas
FAQ
Frequently asked questions about Josh Pollard, Cfp®, Cepa
Quick answers generated from the profile data available on this page.
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 FERN Financial Group, LLC?
Josh Pollard, Cfp®, Cepa is listed as Co-Founder | Managing Partner at FERN Financial Group, LLC at FERN Financial Group, LLC.
Where is Josh Pollard, Cfp®, Cepa based?
Josh Pollard, Cfp®, Cepa is based in Mesa, Arizona, United States while working with FERN Financial Group, LLC.
What companies has Josh Pollard, Cfp®, Cepa worked for?
Josh Pollard, Cfp®, Cepa has worked for Fern Financial Group, Llc, One Capital Management, Llc, Arista Wealth Management, Frandsen Morrill Advisors, and Bcj Financial Group.
How can I contact Josh Pollard, Cfp®, Cepa?
You can use AeroLeads to view verified contact signals for Josh Pollard, Cfp®, Cepa at FERN Financial Group, LLC, including work email, phone, and LinkedIn data when available.
What schools did Josh Pollard, Cfp®, Cepa attend?
Josh Pollard, Cfp®, Cepa holds Bachelor Of Applied Science (B.A.Sc.), Business And Personal/Financial Services Marketing Operations from Utah Valley University.
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