Josh Boerger
“Nothing splendid was ever achieved, except by those who dared to believe, that something inside them was superior to circumstance.”
- Role
- Regional Business Consultant - Pacific Northwest at Flexible Plan Investments, Ltd.
- Location
- Detroit, MI, US
- LinkedIn followers
- 500 followers
Sales & Business DevelopmentView LinkedIn profile
About Josh Boerger
Regional Sales Manager, 12 years of Consultative Sales, Business Development and AUM…
Experience
Regional Business Consultant - Pacific Northwest
Flexible Plan Investments, Ltd.
Oct 2024 — Present · Bloomfield Hills, MI, US
Education
Oakland University
CFP Candidate, Certified Financial Planner - Candidate
2020 — 2021
Western Michigan University - Haworth College of Business
Bachelor's degree, Finance and Financial Management Services
2006 — 2009
Skills
- Financial Planning
- Account Management
- Marketing
- Retirement Planning
- Finra
- Sales Management
- Iras
- Business Development
- Financial Services
- Wealth Management
- Retirement
- Strategic Financial Planning
- Investments
- Asset Management
- Series 65
- Fixed Income
- Microsoft Office
- Sales
- Portfolio Management
- Securities
- Customer Relationship Management (Crm)
- Finance
- 401(K) Retirement Savings Plans
- Small Business
- Investment Strategies
- Alternative Investments
- Investment Management
- Series 7
- Investment Advisory
- Strategic Planning
- Trading
- Insurance
- Leadership
- Financial Advisory
- Asset Allocation
- Mutual Funds
- Risk Management
- Management
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