Joshua Brooker, REBC®

CoFounder, CVO at SnapHealth
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Lancaster, Pennsylvania, United States, US

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
You need to have a working account to view this content.

Credentials

  • NaviPlan Financial Planning Certification
    Advicent – now part of InvestCloud
    Apr, 2022
    - Nov, 2024
  • Registered Employee Benefits Certified (REBC)®
    NAHU
    Jul, 2020
    - Nov, 2024
  • Financial Advisor - Series 7, 66
    FINRA
    May, 2016
    - Nov, 2024
  • Life & Health Licensed | PA, MD, VA, TX, NC, FL, NM, MI, NJ, SC, OH, GA
    National Association of Insurance Commissioners (NAIC)
    Jan, 2011
    - Nov, 2024
  • Account Based Health Plans Certified
    NAHU
    Jul, 2020
    - Nov, 2024
  • Advanced Self Funded Certified
    NAHU
    Jul, 2020
    - Nov, 2024
  • Employer Sponsored Plans in ACA Certified
    NAHU
    Jul, 2020
    - Nov, 2024

Experience

    • United States
    • Insurance
    • 1 - 100 Employee
    • CoFounder, CVO
      • Apr 2018 - Present

    • United States
    • Insurance
    • Principal
      • Jan 2011 - Present

    • United States
    • Consumer Services
    • Principal, Executive Director
      • Oct 2020 - Present

    • United States
    • Financial Services
    • 100 - 200 Employee
    • Paraplanner || Financial Analyst
      • Oct 2015 - Jul 2021

    • United States
    • Financial Services
    • 700 & Above Employee
    • Senior Markets Financial Representative
      • Jan 2011 - Sep 2015

Education

  • Penn State Erie, The Behrend College
    Bachelor of Science - BS, Finance
    -
  • Penn State Erie, The Behrend College
    Certificate, Financial Planning
    -
  • HACC, Central Pennsylvania's Community College
    Associate of Arts - AA, Business Administration and Management, General
    -

Community

You need to have a working account to view this content. Click here to join now