Josh Bannerman

Certified Financial Planner - Founder & Managing Partner @Bannerman Wealth

Dallas–Fort Worth, TX, US

As a Certified Financial Planner(tm) professional and Managing Partner of Bannerman Wealth, a registered investment advisor, I work with a select group of business owners, senior corporate executives and medical professionals helping them reach their long-term financial goals. My primary focus is working with clients as a “behavioral coach.” I believe everyone needs a coach - Michael Jordan, Tiger Woods, Tom Brady all have coaches - and a personal behavioral coach can make the difference between a successful retirement and a so-so retirement. I’m lucky to have started my business during the two greatest recessions in history - I know how to coach people during the tough times. I feel very fortunate to be an entrepreneur, like my grandfather, in the greatest country in the world over these past 19 years. We all have the opportunity to succeed, but it takes work! If you’d like to learn how we help successful business owners, corporate executives, and medical professionals using our unique process The Confident Wealth SolutionTM, please call me toll free at 87••••••06 or send me an email at j••••••••@bannermanwealth.com

Walsh College

M.S., Finance, Finance

Walsh College

MBA, Masters of Business Administration

University of Michigan

Economics

College for Financial Planning

CRPC, Chartered Retirement Planning Counselor

College for Financial Planning

CFP®, Certified Financial Planner™ practitioner