Josh Stillman, Cfp®, Cap® Email and Phone Number
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Josh Stillman, Cfp®, Cap® phone numbers
Josh Stillman is Director of Financial Planning at Capitol Financial Consultants, Inc. in Tysons, VA. Josh helps successful and motivated families and businesses coordinate their financial affairs and develop comprehensive financial strategies for the future. As a CERTIFIED FINANCIAL PLANNER™, these plans are highly tailored to help meet financial goals, avoid costly financial mistakes, and preserve wealth.Josh is also a Chartered Advisor in Philanthropy® specializing in aligning values with money and achieving social impact goals through tools like valued-based and impact investing, philanthropic planning, and estate planning. He periodically writes on financial planning topics and has been quoted on CNBC, USA Today, and Financial Planning Magazine.Prior to joining Capitol Financial Consultants, Inc., Josh was an Engagement Manager for Booz & Company in the Strategy practice. There he led consulting projects for Energy companies on their most important strategic issues, including financial business cases, operating model design, performance excellence, market strategy, pricing, and integrated planning processes.Josh is also Co-Founder / Co-Organizer of TEDxTysons, Board Member of Community Foundation for Northern Virginia, Board Member / Treasurer of Edge City USA, and Board Member of Minds Matter DC.Josh received his BSE in Bioengineering from the University of Pennsylvania, graduating cum laude, and his MBA from University of Texas at Austin, graduating with the Dean’s Award, and CFP® and CAP® education from the American College.Josh plays guitar and has recorded a LP and EP with a former band. He also enjoy running, cooking, photography, golf, gardening, reading, and spending as much time as possible with his wife and two boys. Specialties include: Philanthropic Planning, Risk Management, Cash Flow Analysis, Debt Management, Tax Planning, Investment Planning, Education Planning, Business Planning, Retirement Planning, and Estate Planning.
Capitol Financial Consultants, Inc.
View- Website:
- capfin.net
- Employees:
- 4
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Director Of Financial PlanningCapitol Financial Consultants, Inc.Washington, Dc, Us -
Board MemberCommunity Foundation For Northern Virginia Feb 2019 - PresentWashington D.C. Metro AreaThe Community Foundation for Northern Virginia is a grant-making and endowment-building organization. Working with donors across the region, our research on key issues and our philanthropic investment inspires the Northern Virginia community to become more engaged in supporting the most pressing issues facing our neighbors in need. -
Director Of Financial PlanningCapitol Financial Consultants, Inc. Nov 2014 - PresentWashington D.C. Metro AreaComprehensive financial planning for individuals, families, and business. Services include risk management, cash flow analysis and planning, debt management, tax planning, investment planning, education planning, business planning, retirement planning, philanthropic planning, and estate planning. -
Senior Associate (Engagement Manager)Booz & Company Apr 2013 - Nov 2014Dallas/Fort Worth AreaLed project teams focused on strategy and operations for energy and utility companies. Areas of focus included Corporate strategy, financial business cases, operating model design, performance excellence, new technology introduction, market strategy, pricing, and integrated planning processes. -
AssociateBooz & Company Aug 2011 - Apr 2013Dallas/Fort Worth AreaStrategy and operations for energy and utility companies. -
FounderUt Energy Forum Aug 2010 - May 2011Austin, Texas AreaLaunched the first student-led conference convening professors, students, policymakers, industry leaders and entrepreneurs to explore today’s energy challenges in an interdisciplinary context, and to showcase the world-class research being pursued at UT Austin. The event has now become UT Energy Week which is co-hosted with the UT Energy Institute.
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AssociateTexas Venture Labs Aug 2010 - Dec 2010Austin, Texas AreaHelped an early stage wireless technology company with market validation and business plan and an early stage biotech company with fundraising support -
PresidentMccombs Cleantech Group Dec 2009 - Dec 2010Austin, TxLed graduate business school organization whose mission is to foster a community of MBA students passionate about environmental sustainability and to support their efforts to address global energy and environmental challenges by facilitating educational, networking, and recruiting opportunities in a range of business functions across the energy and environmental sectors.Organized talks, company visits around the country, field trips to see energy in action, happy hours and other social events. Built releationships with CleanTech companies to access job opportunities for the organization's members. -
Summer Analyst, Organic Growth GroupWaste Management, Inc. Jun 2010 - Aug 2010Houston, Texas AreaThe Organic Growth Group is the Corporate Venturing Arm of Waste Management.Screened business plans from investor's perspective for further due diligence, developed market research to support Corporate Strategy, developed investment proposal for a franchising opportunity, led due diligence for 2 potential acquisition targets. -
AssociateAlkane Technologies Feb 2010 - May 2010Austin, Texas AreaDeveloped business plan and investor pitch and competed in semi-final round in Idea 2 Product Business Plan Competition.
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InternPower Angels, Llc Jan 2010 - May 2010Austin, Texas AreaProvided business consulting to local clean energy start-ups and non-profits such as the Environmental Defense Fund
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Plus Project MemberHeliovolt Aug 2009 - Dec 2009Analysis of the US photovoltaic solar market to support Corporate strategy.
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Senior ConsultantBooz & Company Oct 2008 - Jul 2009Washington D.C. Metro AreaStrategy for energy clients with a focus on Clean Tech and environmental strategy. -
ConsultantBooz & Company Aug 2006 - Oct 2008Washington D.C. Metro AreaStrategy for energy clients with a focus on Clean Tech and environmental strategy -
Summer AssociateCareflix May 2005 - Aug 2005Operations and business development. Helped develop plan for new business offering.
Josh Stillman, Cfp®, Cap® Skills
Josh Stillman, Cfp®, Cap® Education Details
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Cum Laude -
Cleantech/Energy Finance/Entrepreneurship -
Mclean High School
Frequently Asked Questions about Josh Stillman, Cfp®, Cap®
What company does Josh Stillman, Cfp®, Cap® work for?
Josh Stillman, Cfp®, Cap® works for Capitol Financial Consultants, Inc.
What is Josh Stillman, Cfp®, Cap®'s role at the current company?
Josh Stillman, Cfp®, Cap®'s current role is Director of Financial Planning.
What is Josh Stillman, Cfp®, Cap®'s email address?
Josh Stillman, Cfp®, Cap®'s email address is st****@****ail.com
What is Josh Stillman, Cfp®, Cap®'s direct phone number?
Josh Stillman, Cfp®, Cap®'s direct phone number is (703) 821*****
What schools did Josh Stillman, Cfp®, Cap® attend?
Josh Stillman, Cfp®, Cap® attended University Of Pennsylvania, The University Of Texas At Austin - The Red Mccombs School Of Business, Mclean High School.
What are some of Josh Stillman, Cfp®, Cap®'s interests?
Josh Stillman, Cfp®, Cap® has interest in Guitar, Cooking, Entrepreneurship, Investing, Education, Environment, Photography, Running, Financial Planning.
What skills is Josh Stillman, Cfp®, Cap® known for?
Josh Stillman, Cfp®, Cap® has skills like Strategy, Financial Modeling, Management Consulting, Business Strategy, Energy, Entrepreneurship, Cleantech, Financial Analysis, Strategic Planning, Analysis, Due Diligence, Business Planning.
Who are Josh Stillman, Cfp®, Cap®'s colleagues?
Josh Stillman, Cfp®, Cap®'s colleagues are Jeffrey Lippman, Cfp®, Chfc®.
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