PridePlanners Knowledge Circle: Financial and Estate Planning For the LGBTQ Community and Unmarried Couples
Don't miss out on the insightful webinar by Joshua Charles, renowned for his expertise in "10 Considerations for Financial and Estate Planning." Join us to discover the keys to business success in the financial industry, including effective insurance utilization, promoting rewarding retirements, and meeting the unique needs of queer and unmarried couples.
Joshua T. H. Charles, CFP®, ChFC®, CLU®, ADPA®, CEP®, CLTC®, WMS, AIF®
Branch Manager, Financial Advisor
Financial 360, LLC
Joshua founded Financial-360, ten years ago and provides financial services to his clients primarily in the Washington, D.C., area, and several other states across the country. Joshua helps both individuals and couples keep their financial lives in order by providing them with the necessary financial tools and education needed to handle long-term decisions and avoid unexpected financial outcomes. He and his team have extensive experience in investment planning, asset preservation and estate provisions, retirement planning, property ownership and special considerations concerning sudden illness or the death of a family member.
Joshua has committed to ongoing professional education in his field, earning important credentials that help enrich his clients’ customized plans. “I’ve got 27 letters after my name,” Joshua said, referring to his eight designations – CFP®, ChFC®, CLU®, ADPA®, CEP®, CLTC, WMS and AIF®. “That was just me going out and trying to learn all these different silos of investment, estate and education planning so I could figure out how to get the protections and guidance that the LGBT+ community wasn’t getting.”
Joshua has been quoted, featured, or interviewed by most of the major investment planning media – Investment Advisor magazine, CFP Board Report, Reuters, NPR, Journal of Financial Planning, Wall Street Journal, SmartMoney.com, Investment News, RIABiz, RIA Central Digest and On Wall Street magazine. He is an in-demand speaker on the national level as an ambassador for the CFP® Board of Standards. He is a member of the Financial Planning Association at both the local and national levels. Joshua is also on the Advisory Council for the Pride Financial Advisors Network.
Joshua is registered with Raymond James as a General Securities Registered Representative (Series 7). He also holds Series 63 (Uniform Securities Agent State Law exam), Series 65 (Uniform Investment Adviser Law Exam) registrations for Investment Advisor Representatives and is a Registered Principal (Series 24).