Josh Haddad
Financial Advisor
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CFP®
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About Josh HaddadAbout Me
I have always had a passion for optimizing current cash flow to achieve future financial goals. Integrating the priority of my faith and desire to serve others with this passion led me to where I am today.
Wherever you are at in life, I will help align your faith and finances throughout your journey.
In my spare time I enjoy going to church events and small groups, listening to podcasts, and eating food!
Supporting nonprofits is important to me.
When possible I contribute to helping homeless people and people involved with human...
My qualifications
- Bachelors of Finance, Liberty University
- General Securities Representative
- Securities Industry Essentials
My state licenses
- Connecticut
- Delaware
- Florida
- Kentucky
- Maryland
- Michigan
- Minnesota
- New Hampshire
- New Jersey
- New York
- North Carolina
- Pennsylvania
- Tennessee
- Texas
- Vermont
- Virginia
Office location
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.