Joshua Gummo, CFP®
Financial Advisor at Everence- Claim this Profile
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English Full professional proficiency
Topline Score
Bio
Credentials
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Certified Financial Planner
CFP Board of StandardsSep, 2017- Oct, 2024
Experience
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Everence Financial
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United States
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Financial Services
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200 - 300 Employee
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Financial Advisor
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Jul 2019 - Present
As a Financial Advisor with Everence, I help clients integrate their faith, beliefs, and values with their finances. I help families, individuals, business and churches make decisions that bring their goals in line with their financial plans. How I can help: - Financial needs analysis and goal planning. - Retirement and estate planning. - Investment management. - Socially responsible investments. - Life, health and disability insurance. - Long-term care insurance. Show less
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Merrill Lynch
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United States
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Financial Services
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700 & Above Employee
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Financial Advisor
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Oct 2014 - Jul 2019
I have partnered with Merrill Lynch Wealth Management Advisor,Gary E. Karch, CFP® to formThe Karch/Gummo Group. Together we are building lasting relationships to assist generations of families, not only to impact one’s financial situation but individuals and families lives as a whole. Retirement, Education, General Investing. We are here to make sure our clients are ready for any financial need that comes their way. *Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S. Show less
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Education
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2010 - 2014
Liberty University
Bachelor's Degree
Community
