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Josh Zahn, Cfp® Email & Phone Number
Associate Lecturer
at
University of Wisconsin-Eau Claire College of Business
2 work emails found
@uwec.edu
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Associate Lecturer
Location
Hartland, Wisconsin, United States
Company size
Who is Josh Zahn, Cfp®? Overview
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Quick answer
Josh Zahn, Cfp® is listed as Associate Lecturer at University of Wisconsin-Eau Claire College of Business, a with 20 employees, based in Hartland, Wisconsin, United States. AeroLeads shows a work email signal at uwec.edu and a matched LinkedIn profile for Josh Zahn, Cfp®.
Josh Zahn, Cfp® previously worked as Financial Planning & Wealth Advisor at Resonant Capital Advisors and Relationship Associate at Orgel Wealth Management, Llc. Josh Zahn, Cfp® holds Master Of Science In Finance from Indiana University - Kelley School Of Business.
Company email context
Email format at University of Wisconsin-Eau Claire College of Business
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*@uwec.edu
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AeroLeads found 2 current-domain work email signals for Josh Zahn, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Josh Zahn, Cfp®
Currently work as a Financial Planning & Wealth Advisor at Resonant Capital Advisors in Milwaukee, while also teaching as an Associate Lecturer at the University of Wisconsin-Eau Claire (https://www.uwec.edu/profiles/zahnjj).Graduate of the University of Wisconsin-Eau Claire and the Kelley School of Business at Indiana University (Go Hoosiers).CFA Level Three candidate. CFA Society Milwaukee member.
Listed skills include Leadership, Teamwork, Microsoft Excel, Communication, and 4 others.
Current workplace
Josh Zahn, Cfp®'s current company
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University Of Wisconsin-Eau Claire College Of Business
12 roles
Josh Zahn, Cfp® work experience
A career timeline built from the work history available for this profile.
Financial Planning & Wealth Advisor
Current
Jul 2024 - Present
Associate Lecturer
CurrentTeaching the Advanced Wealth Management class at the University of Wisconsin-Eau Claire. The class focuses on advanced issues in financial planning that are analyzed through case studies, readings, guest speakers, and class discussions.
Jan 2024 - Present
Relationship Associate
Orgel Wealth Management is an independent SEC-registered investment advisory firm that provides advisory and wealth management services to individuals, families, high net worth individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and other business entities. Services primarily include investment management, financial planning, and retirement plan consulting.
Jun 2022 - Jul 2024
The Reese Fund: Graduate Equity Analyst
- 1st Place, Reese Fund Stock Pitch (Todd B. Richter Award Winner)- Student-driven Kelley Endowment fund of over $2.2 million- Guest Speakers: Bill Miller (Miller Value Partners), Mike Smith (Allspring Global Investors), & Michael Mauboussin
Oct 2021 - May 2022
Graduate Assistant
Graduate Assistant for the Director of Investment Banking.
Aug 2021 - May 2022
Teaching Professional
Oct 2020 - May 2022
Client Relationship & Technology Specialist
Jun 2019 - Oct 2020
Finance Tutor
Feb 2017 - May 2019
Senior Analyst - Uwec Student Managed Investment Fund
Jun 2018 - Dec 2018
Junior Analyst - Uwec Student Managed Investment Fund
Jan 2018 - May 2018
Financial Planning Analyst Intern
May 2018 - Sep 2018
3 education records
Josh Zahn, Cfp® education
Master Of Science In Finance
Bachelor Of Business Administration I Finance
Cfp® Certification Education Program
FAQ
Frequently asked questions about Josh Zahn, Cfp®
Quick answers generated from the profile data available on this page.
What company does Josh Zahn, Cfp® work for?
Josh Zahn, Cfp® works for University of Wisconsin-Eau Claire College of Business.
What is Josh Zahn, Cfp®'s role at University of Wisconsin-Eau Claire College of Business?
Josh Zahn, Cfp® is listed as Associate Lecturer at University of Wisconsin-Eau Claire College of Business.
What is Josh Zahn, Cfp®'s email address?
AeroLeads has found 2 work email signals at @uwec.edu for Josh Zahn, Cfp® at University of Wisconsin-Eau Claire College of Business.
Where is Josh Zahn, Cfp® based?
Josh Zahn, Cfp® is based in Hartland, Wisconsin, United States while working with University of Wisconsin-Eau Claire College of Business.
What companies has Josh Zahn, Cfp® worked for?
Josh Zahn, Cfp® has worked for University Of Wisconsin-Eau Claire College Of Business, Resonant Capital Advisors, Orgel Wealth Management, Llc, Indiana University - Kelley School Of Business, and Goldstein Advisors.
How can I contact Josh Zahn, Cfp®?
You can use AeroLeads to view verified contact signals for Josh Zahn, Cfp® at University of Wisconsin-Eau Claire College of Business, including work email, phone, and LinkedIn data when available.
What schools did Josh Zahn, Cfp® attend?
Josh Zahn, Cfp® holds Master Of Science In Finance from Indiana University - Kelley School Of Business.
What skills is Josh Zahn, Cfp® known for?
Josh Zahn, Cfp® is listed with skills including Leadership, Teamwork, Microsoft Excel, Communication, Personal Finance, Equity Research, Bloomberg Terminal, and Wealth Management.
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