JOSH L. PERFECT, CFP®

Sr. Financial Planner, Adviser ∗ 

Educational Background

  • B.S. in Financial Planning, Cum Laude, Missouri State University
    Minor in Economics
  • CFP® Certification Education, Missouri State University, 2019

 

Business Experience

Josh joined FAS in January 2018 after interning with the firm the previous two summers. He is now an Investment Adviser Representative for the firm and assists in the development of client comprehensive financial plans. His primary duties include data gathering and reconciliation, as well as analysis and assemblage of financial plans and updates.

 

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ certification (CFP®)

 

Additional information about Josh is available on the SEC website at www.adviserinfo.sec.gov.

∗  Denotes Shareholder of Financial Advisory Service, Inc.