Joe Bird

Financial Planning Analyst at Cahaba Wealth Management

Role: Financial Planning Analyst at Cahaba Wealth Management, Inc
Location: Birmingham, AL, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Financial Planning Analyst
Cahaba Wealth Management, Inc
Aug 2024 — Present · Birmingham, AL, US

Education

Auburn University
Bachelor Of Science in Business Administration

Contact information

Verified work emails, personal emails, and direct dials — unlocked in one click.

Work email
j•••••••@cahabawealth.com
Personal email
•••••@•••••.com
Direct dial
+12•••••••00

Unlock verified contacts

Free to start · No credit card required

Current company

Cahaba Wealth Management, Inc

Financial Services · 25 employees · Founded 2009 · Atlanta, Georgia, United States

We provide comprehensive financial planning and investment advisory services to a variety of client types. Primarily, we work with corporate executives, high net worth individuals and business owners. Our focus is on creating an actionable financial plan, and if applicable, help clients actively manage assets as part of that plan. We are a Registered Investment Advisory firm, and are a member of the National Association of Personal Financial Advisors (NAPFA)- a fee-only advocacy group.

cahabawealth.com

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Start for free See how it works

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Experience

Financial Planning Analyst

Education

Auburn University

Find verified contacts for anyone on LinkedIn