Joshua Self Email & Phone Number

Education and development have always been a drive of mine. I have received the designations of Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and Certified Financial Planner (CFP®) practitioner. With 20+ years of experience in the world of financial planning, my practice is built to serve great clients that care about making wise decisions with the resources they have been given. I strive to empower clients to make the wisest financial planning and wealth management decisions, being generous with all that they have been entrusted with. Through an advice model and a holistic financial planning process, it is my desire to help my clients develop strategies that begin with their personal goals. An obsession to the details will be a trademark, always looking for ways to go above and beyond what clients ask for or expect.The types of clients that I have had the pleasure of serving are high impact individuals and families. The clients I work best with are ones that want to make wise decisions, but also are generous with their wealth. This is not exclusive to money decisions, however. Generosity of one's time, talents, truth and treasure is encouraged through making generosity a part of “what we do.” Wise decisions now can not only influence a client’s current reality, but can also impact the world for generations to come. In my time outside of the office, I enjoy spending time with my beautiful wife, Megan, and our four kids. I love reading anything that has to do with history and/or the early church, thus holding out on my dream to be Indiana Jones when I grow up. I also enjoy long distance trail running. If you would like to speak with me regarding how you can impact others through your generosity, you can reach me at josh@ridgelinewealthadvisors.com.

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  University Of North Carolina At Chapel Hill

  Business Administration, Finance