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Josh Bannerman, CFP®

Breakout Session: Navigating Between Advisor and Influencer

With nearly a quarter-century of experience in financial planning, investment planning, and entrepreneurship, Josh Bannerman believes that everyone deserves objective, unbiased advice. The kind of advice that can’t be provided at a “big-box” financial services firm.

That’s why he left the big guys and started Bannerman Wealth to specialize in comprehensive fee-based financial planning, helping clients from across the country enjoy the benefits of clear, simple plans that help them think bigger and achieve better.

Because he loves to share what he’s learned in his career (and have fun!) Josh co-founded the Stacking Benjamins podcast in 2012 with his podcast partner, Joe Saul-Sehy. (If you’ve listened, you’ll recognize Josh as OG.)

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