Josh Scheibley Email & Phone Number

Josh is a Retirement Plan Consultant at Three Bell Capital. He provides retirement consulting services, helping both plan sponsors and participants meet their goals, through plan-optimized investment options and technology, and expert financial and regulatory guidance.He works with Defined Contribution and Defined Benefit Plan sponsors to build and maintain plans that bring confidence to business owners, plan fiduciaries and participants. His clients rely on him to provide guidance on such topics as plan design, investment selection, vendor optimization and plan compliance. He specializes in participant education, helping participants understand the importance of savings, investment options and tax benefits.Interesting TidbitJosh loves basketball and played at Foothill College for the Owls!Certifications• Accredited Investment Fiduciary (AIF), fi360• Certified Plan Fiduciary Advisor (CPFA), NAPA – National Association of Plan Advisors• Retirement Plan Fundamentals Certificate, American Society of Pension Professionals and Actuaries• FINRA Series 65 Registration

Listed skills include Customer Service, Powerpoint, Microsoft Excel, Microsoft Office, and 15 others.