Josh Bitel

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Client Service Associate

Client Service Associate

 

Josh Bitel is a Client Service Associate at Center for Financial Planning, Inc.® He conducts financial planning analysis for clients and has a special interest in retirement income analysis.

Josh joined The Center in December 2016 and, working closely with Matthew Chope, CFP®, now helps the firm’s financial planners by conducting research, attending client meetings, providing meeting follow-up, responding to client requests, and writing for The Center’s “Money Centered” blog.

A community and workplace leader, Josh has done extensive work with the Financial Planning Association of Michigan and the Michigan Association of CPAs, and he co-directs The Center Health & Wellness Committee. Prior to joining The Center, Josh participated in the finance internship program with Scottrade. He passed the CERTIFIED FINANCIAL PLANNER™ exam in 2018 and is currently working towards several securities licenses.

In his down time, Josh enjoys going to the gym and playing basketball or golf. He also loves to hang out with friends and family and, of course, get to as many Red Wings games as possible.

Education:

  • Bachelor of Business Administration in Finance, Walsh College

  • CFP® Certification Professional Education Program, Kaplan University, 2018

LICENSING & CERTIFICATIONS:

  • Passed the CERTIFIED FINANCIAL PLANNER™ exam in 2018