About My Practice
As a CERTIFIED FINANCIAL PLANNER™ practitioner, my most important goal is to provide an exceptional client experience using my broad and expert knowledge of investments, insurance, estate planning, taxes, and retirement planning. I provide exceptional client experiences by adhering to the CFP Board of Standards ethics and practice standards. I believe that my comprehensive planning approach is the right approach in today's complex financial world. I have a strong background in mortgages, insurance, and investments. These areas of practice have given me the ability to help clients with a variety of issues. I believe that knowledge and competency are keys to helping clients achieve their goals and that is what I deliver for my clients.
Joshua Thompson earned a Bachelors of Arts degree in International Business with a Specialization in Finance and Emphasis in Western Europe from San Diego State University. During his time in college Joshua completed an internship with Morgan Stanley in New York City. After completing his studies at home and abroad Joshua moved to Chicago and entered the mortgage business with a top private area lender. After a successful start in mortgage lending Joshua was asked to head the mortgage operations for the lenders top client in Tampa, FL. Joshua decided in 2010 that it was time to leave the mortgage business full time and went on to get his insurance (215 Life, Health, Annuity) and Series 7 licenses in 2010. He obtained his Series 66 in January 2011. He spent time with a large national Insurance company and in 2011 joined forces with Brownstone Wealth Management Group. This move was necessary for Joshua to provide independent, objective advice and products to his clients. Joshua took and passed the Certified Financial Planner examination in July 2012 and is a proud holder of this prestigious certification. Joshua believes that clients should work with financial advisors who are independent, objective, and competent. These are the core values he bring to his clients on a daily basis.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 66
Life insurance, Health/disability insurance
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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