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Joshua S
CFP®, ChFC®, Series 63, Series 65
Franklin, TN
Ridgeline Wealth Advisors, LLC.
Joshua Self is a CFP® and ChFC® with 24 years of experience in the financial services industry. He has been with Ridgeline Wealth Advisors, LLC since 2016 and has worked with Penn Mutual Life Insurance Company since 2007. Outside of his advisory role, he manages credit card processing services for businesses as a relationship manager and is involved in fixed insurance product sales. Ridgeline Wealth Advisors provides discretionary asset management, financial planning, retirement-plan consulting, and IRA rollover advice to individuals and plan sponsors. The firm’s investment approach emphasizes long-term diversification and efficient capital markets, serving approximately 200 clients with a focus on high-net-worth individuals.
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