Josh Fisher, Cka(R), Crpc®

Josh Fisher, Cka(R), Crpc® Email and Phone Number

Financial Advisor with Plan A Wealth Managment @ Plan A Wealth Management
united states
Josh Fisher, Cka(R), Crpc®'s Location
Coshocton, Ohio, United States, United States
Josh Fisher, Cka(R), Crpc®'s Contact Details

Josh Fisher, Cka(R), Crpc® work email

Josh Fisher, Cka(R), Crpc® personal email

n/a

Josh Fisher, Cka(R), Crpc® phone numbers

About Josh Fisher, Cka(R), Crpc®

I have been a Financial Advisor for 20+ years and hold a Chartered Retirement Planning Counselor (sm) certification and my Certified Kingdom Advisors designation.I work with my clients to assist them throughout life's challenges. I help my client's achieve their life goals by designing customized financial strategies using a simple, straightforward process. The cornerstone of my approach is providing advice that is logical and easy to understand which is based on the importance of trust.This information is intended for use by residents of AK, AZ, CA, CO, CT, FL, IL, IN, KS, KY, MD, MI, NC, NM, OH, OR, PA, SC, TX, VT and WA only.Please contact me by office phone 740-722-0001 or email josh@planawm.com.Coshocton Branch:419 S Whitewoman StreetCoshocton, Ohio 43812Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

Josh Fisher, Cka(R), Crpc®'s Current Company Details
Plan A Wealth Management

Plan A Wealth Management

View
Financial Advisor with Plan A Wealth Managment
united states
Website:
planawm.com
Employees:
3
Josh Fisher, Cka(R), Crpc® Work Experience Details
  • Plan A Wealth Management
    Financial Advisor
    Plan A Wealth Management Nov 2023 - Present
    Coshocton, Ohio, United States
  • Wells Fargo Advisors
    Financial Advisor
    Wells Fargo Advisors Jul 2008 - Nov 2023
    As a Chartered Retirement Planning Counselor (sm) I help client's achieve their life goals by designing customized financial strategies using a simple, straightforward process.
  • Home Loan Financial Services, Inc.
    Vice President
    Home Loan Financial Services, Inc. Jun 2003 - Jul 2008
    For 5 years I assisted clients with all of their investment and financial needs. Provided investment advice, life insurance, health insurance, stocks/bonds, and general financial planning.
  • House Of G.A. Fisher Jewelers
    Certified Jewelry Repair And Diamond Setting Expert
    House Of G.A. Fisher Jewelers Nov 1995 - Jun 2003
    This is a family owned business which my father owns and has operated for 23 years in Historic Roscoe Village in Coshocton, OH. He has been in the jewelry business for 40+ years from the time his father owned his own store. As with any family business I was very much a part of this as I was going through high school and college.

Josh Fisher, Cka(R), Crpc® Skills

House

Josh Fisher, Cka(R), Crpc® Education Details

Frequently Asked Questions about Josh Fisher, Cka(R), Crpc®

What company does Josh Fisher, Cka(R), Crpc® work for?

Josh Fisher, Cka(R), Crpc® works for Plan A Wealth Management

What is Josh Fisher, Cka(R), Crpc®'s role at the current company?

Josh Fisher, Cka(R), Crpc®'s current role is Financial Advisor with Plan A Wealth Managment.

What is Josh Fisher, Cka(R), Crpc®'s email address?

Josh Fisher, Cka(R), Crpc®'s email address is jo****@****ors.com

What is Josh Fisher, Cka(R), Crpc®'s direct phone number?

Josh Fisher, Cka(R), Crpc®'s direct phone number is +133033*****

What schools did Josh Fisher, Cka(R), Crpc® attend?

Josh Fisher, Cka(R), Crpc® attended Indiana Wesleyan University, River View High School.

What are some of Josh Fisher, Cka(R), Crpc®'s interests?

Josh Fisher, Cka(R), Crpc® has interest in Singing, Hunting, Playing Guitar And Drums, Playing Any And All Sports, Fishing.

What skills is Josh Fisher, Cka(R), Crpc® known for?

Josh Fisher, Cka(R), Crpc® has skills like House.

Who are Josh Fisher, Cka(R), Crpc®'s colleagues?

Josh Fisher, Cka(R), Crpc®'s colleagues are Michael Hoefler, Mba, Becky Wiegand, Gina Sandoval, Ronald W. Anderson Jr.

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