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Josh Monroe joined the Brightworth team in 2019 as a Financial Planner. Before 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 PLANNERâ„¢ 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.
Some of your most treasured possessions could be virtual ones. You need a plan in place to pass them down.
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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, a lot.