Josh Monroe, CFP®, ChFC
Josh Monroe joined the CI Brightworth team in 2019 as a Financial Planner. Before CI Brightworth, Josh spent eight years at a leading insurance and investment firm in a variety of roles, including compliance and supervision. Josh is passionate about financial planning and making complex concepts easy to understand.
Josh is a CERTIFIED FINANCIAL PLANNER™ practitioner and a Chartered Financial Consultant designee. He graduated cum laude from Georgia State University. As a lifelong learner, Josh is constantly reading and applying learning from books about leadership, communication and personal development.
Josh and his wife, Danielle, live in Kennesaw, Ga., with their daughter, Emma. They are active members at Woodstock City Church engaged as community group leaders and foster parents. Josh enjoys running, being outdoors and playing music and games with his family.
Phone: 404.760.9000
E-mail: josh.monroe@brightworth.com
Website: www.brightworth.com (opens in new tab)
LinkedIn: www.linkedin.com/in/joshmonroe (opens in new tab)
Latest articles by Josh Monroe, CFP®, ChFC
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Why Inheriting Money May Not Solve Your Problems
personal finance Without a financial plan in place, even millions of dollars can be wasted. Here are some ways to make certain that doesn’t happen.
By Patricia Sklar, CPA, CFP®, CFA® • Published
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I Have a Financial Adviser. Is It Time for My Adult Children to Get One, Too?
personal finance When you’re young and broke, there’s not a lot of need for a financial adviser. But there comes a time when all that changes. Here are four tipping points where your children’s future wealth could get a boost from professional help.
By Josh Monroe, CFP®, ChFC • Published
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7 Financial Don’ts for Every Millennial
Financial Planning Here are the seven things that millennials should absolutely stop doing to get their financial plans on track.
By Patricia Sklar, CPA, CFP®, CFA® • Published
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Is Your Financial Plan Flexible Enough?
retirement planning As your life changes, your financial plan may change too. And that’s OK.
By Josh Monroe, CFP®, ChFC • Last updated
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Don't Count on a Bonus or Recapturing Last Year's Pay Cut – Budget Around It Instead
Business Executives If you are worried that your executive compensation may not meet your expectations in 2021, it’s best to prepare for the worst now. Here’s how.
By Josh Monroe, CFP®, ChFC • Published
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Couples Both Working from Home? How to Maximize Your Finances
retirement planning The COVID-19 pandemic has brought financial possibilities as well as challenges to many households. Here’s what to do to make the most of them.
By Josh Monroe, CFP®, ChFC • Published
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COVID-19: A Once-in-a-Lifetime Chance to Change Our Spending Habits
spending The coronavirus pandemic has changed everything, including how we spend money. Are you spending less right now? Many people are. Here’s how to make the most of that opportunity.
By Josh Monroe, CFP®, ChFC • Published
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In Your 40s with Money in a 401(k)? Don't Let This Bear Market Derail Your Financial Plan
retirement For most investors in their 40s, this downturn could be their first real test. You probably feel like taking action to protect yourself, but before you do, read this.
By Josh Monroe, CFP®, ChFC • Published
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7 Ways to Sabotage Your Financial Future
retirement Nobody’s perfect, especially when it comes to money and saving for retirement. Are you making any of these major mistakes?
By Josh Monroe, CFP®, ChFC • Last updated