About Josh

Josh Haggard – My Story

As a LPL financial planner, Josh believes it’s important to invest time to understand what you’re working toward before investing your money. Working closely with you and your CPA, attorney and other professionals, he can help determine the most appropriate financial strategy for you and your family.

Josh brings ten years of experience in the securities and financial planning industry. In addition to his Series 7* license, he also holds a Series 63*, 66*, and life and health licenses. In order to better serve clients, he thought it important to obtain the Certified Financial Planner (CFP) professional designation.

The Certified Financial Planner Board of Standards Inc. awards CFP certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.

On a personal note, he lives in Gaston County, NC, with his wife, Hannah, and two children, Cameron and Palin. Hannah teaches first grade at Gaston Christian School where both children attend. Josh and Hannah spend the majority of their time with baseball, basketball, and soccer; but also enjoy volunteering with the student group at church.

* Licenses held at LPL Financial