Contributed by: Center for Financial Planning, Inc.®
As The Center grows, so does our team! This December, we welcomed another new team member to the Financial Planning Department: Josh Bitel! Josh came to know The Center through a valuable team member and friend of over ten years, Investment Representative Nick Boguth.
After graduating from college, Josh was looking for a job in the finance industry. When the position in the financial planning department opened, we were lucky enough to have Nick recommend that Josh apply for the job. Josh stood out in the interview process primarily due to his high level of energy and clear passion for financial planning. Although Josh is in the early stages of his career, he already possesses strong technical skills surrounding various planning topics.
Josh graduated with a Bachelor of Business Administration in Finance from Walsh College in 2016. During college he interned at Scottrade, INC. as a finance intern and is currently working toward obtaining industry license and certifications.
He’ll be working closely with Sandy Adams, CFP®, within the firm’s financial planning department. Josh will complete financial planning research, write blogs on a variety of important topics, attend client meetings, provide meeting follow-up, and will assist Sandy and other financial planners to respond to client requests that are financial planning related specifically concerning pension analysis, Social Security analysis, and mortgage re-finance review.
We are lucky to have Josh join our Center Team as we expand in order to best serve the many needs of our clients. Next time you’re in the office, please feel free to say “Hi!” to our growing team!
Raymond James Financial Services, Inc. and its advisors do not provide advice on mortgage issues, these matters should be discussed with a mortgage professional.