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Joshua S
CFP®, Series 65
Castle Rock, CO
Creative Planning
Joshua Schmitt is a CFP®-certified financial advisor with eight years of industry experience. He has worked at Creative Planning since 2017 and was previously with Waddell & Reed, Inc. from 2015 to 2017. Joshua is based in Castle Rock, CO. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by tax-loss harvesting and selective private market exposure.
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