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Josh Monroe, CFP®, ChFC

Josh Monroe, CFP®, ChFC

Associate Wealth Adviser, CI Brightworth

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
LinkedIn: www.linkedin.com/in/joshmonroe

4 Financial Steps to Care for Your Child with Special Needs
A smiling girl with purple arm braces sits in a wheelchair.
personal finance

4 Financial Steps to Care for Your Child with Special Needs

Parents of children who have special needs are busy folks, but they would sleep better at night if they took the time to complete these four tasks, wh…
July 20, 2022
Why Inheriting Money May Not Solve Your Problems
A man in a suit sits in a bathtub as cash rains down on him.
personal finance

Why Inheriting Money May Not Solve Your Problems

Without a financial plan in place, even millions of dollars can be wasted. Here are some ways to make certain that doesn’t happen.
November 15, 2021
I Have a Financial Adviser. Is It Time for My Adult Children to Get One, Too?
A father and his adult son smile on a beach.
personal finance

I Have a Financial Adviser. Is It Time for My Adult Children to Get One, Too?

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 po…
September 16, 2021
7 Financial Don’ts for Every Millennial
Woman holds up her hand to signal STOP.
Financial Planning

7 Financial Don’ts for Every Millennial

Here are the seven things that millennials should absolutely stop doing to get their financial plans on track.
August 8, 2021
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Is Your Financial Plan Flexible Enough?
A mom and daughter stretch on a football field.
retirement planning

Is Your Financial Plan Flexible Enough?

As your life changes, your financial plan may change too. And that’s OK.
April 19, 2021
Don't Count on a Bonus or Recapturing Last Year's Pay Cut – Budget Around It Instead
An executive holds a briefcase open to show it's full of bundles of money.
Business Executives

Don't Count on a Bonus or Recapturing Last Year's Pay Cut – Budget Around It Instead

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.
February 11, 2021
Couples Both Working from Home? How to Maximize Your Finances 
Parents working from home with two daughters
retirement planning

Couples Both Working from Home? How to Maximize Your Finances 

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.
October 7, 2020
COVID-19: A Once-in-a-Lifetime Chance to Change Our Spending Habits
spending

COVID-19: A Once-in-a-Lifetime Chance to Change Our Spending Habits

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 th…
June 17, 2020
In Your 40s with Money in a 401(k)? Don't Let This Bear Market Derail Your Financial Plan
retirement

In Your 40s with Money in a 401(k)? Don't Let This Bear Market Derail Your Financial Plan

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 yo…
May 6, 2020
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7 Ways to Sabotage Your Financial Future
retirement

7 Ways to Sabotage Your Financial Future

Nobody’s perfect, especially when it comes to money and saving for retirement. Are you making any of these major mistakes?
March 23, 2020
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3 New Money Habits for 2020 (No. 1 Is Forget Budgets!)
A person sitting at a desk, holding a pen, with a calculator, piggy bank and a stack of coins
retirement

3 New Money Habits for 2020 (No. 1 Is Forget Budgets!)

It's time to set financially healthy goals for the year. You'll be glad you did.
January 13, 2020
3 Great Reasons Why You Should Start Saving Early
savings

3 Great Reasons Why You Should Start Saving Early

Once you see what you could gain by stuffing your piggy bank now (and the potential riches you’re giving up by waiting), you'll see why there really i…
October 21, 2019
From Email to Precious Photos: Passing on Your Digital Assets
retirement

From Email to Precious Photos: Passing on Your Digital Assets

Some of your most treasured possessions could be virtual ones. You need a plan in place to pass them down.
August 7, 2019
My Thrifty Toddler Already Knows How to Save
retirement

My Thrifty Toddler Already Knows How to Save

How young is too young to teach kids about money? We started with our daughter at 2, and our easy-to-use, three-piggy-bank method taught her, and us, …
July 31, 2019