JW
Joshua Weaver
Financial Advisor at Resource Planning
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Work Experience
Sep 2011 - Present · 13 years and 3 months
Financial Advisor
2014 - Present · 10 years and 11 months
Administrative Assistant And Intern
Sep 2011 - Sep 2014 · 3 years
Teller
May 2011 - Aug 2011 · 3 months
Company Details
2-10 Employees
Resource Planning Group serves the needs of professionals, business owners, and entrepreneurs who are disciplined and looking to simplify their financial lives. Our process involves working with clients to establish and implement a financial plan that then can be used to help make informed decisions on a range of issues including tax and estate planning, insurance evaluation, and portfolio construction. We employ a disciplined investment management process that seeks to exploit behavioral anomalies and capture market rewards from various sources while also minimizing the risk of extreme negative outcomes.
Year Founded
1991
Social Media
LinkedinFacebookTwitter
Industry
Financial Services
HQ Location
10 Glenlake Parkway South Tower, Suite 150 Sandy Springs, GA 30328, US
Keywords
Financial PlanningWealth ManagementInvestment ManagementTax PlanningEstate PlanningRetirement Planning
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