Joshua Brooker, REBC®
CoFounder, CVO at SnapHealth- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Lancaster, Pennsylvania, United States, US
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Credentials
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NaviPlan Financial Planning Certification
Advicent – now part of InvestCloudApr, 2022- Nov, 2024 -
Registered Employee Benefits Certified (REBC)®
NAHUJul, 2020- Nov, 2024 -
Financial Advisor - Series 7, 66
FINRAMay, 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
NAHUJul, 2020- Nov, 2024 -
Advanced Self Funded Certified
NAHUJul, 2020- Nov, 2024 -
Employer Sponsored Plans in ACA Certified
NAHUJul, 2020- Nov, 2024
Experience
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SnapHealth
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United States
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Insurance
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1 - 100 Employee
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CoFounder, CVO
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Apr 2018 - Present
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PA Health Advocates
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United States
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Insurance
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Principal
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Jan 2011 - Present
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Helping Health
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United States
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Consumer Services
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Principal, Executive Director
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Oct 2020 - Present
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uFinancial Group
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United States
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Financial Services
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100 - 200 Employee
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Paraplanner || Financial Analyst
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Oct 2015 - Jul 2021
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Transamerica
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United States
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Financial Services
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700 & Above Employee
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Senior Markets Financial Representative
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Jan 2011 - Sep 2015
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Education
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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
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