Josh Hussong (BBA, CFP®)
Josh Hussong focuses in the
following client markets or areas of practice:
- AUM
- Charitable Giving
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Millennials
- Tax Planning
- AUM
- Charitable Giving
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Millennials
- Tax Planning
Planning Specialties
• Retirement planning • Accumulation/distribution strategies • Income smoothing • Roth conversion strategies • Social Security analysis • Investment strategy • Risk management & insuranceAdditional Information
Josh is a Certified Financial Planner with over 15 years of experience in the industry. He holds a BBA in Banking and Finance from the University of the Incarnate Word. He joined the Financial Life Advisors team in 2024. Specializing in Tax Planning, Investment Planning, Retirement Planning, and many others, Josh is passionate about helping his clients transition into retirement with confidence. He takes pride in simplifying complex financial concepts, ensuring his clients understand their financial goals every step of the way.NAPFA Start Date
February 05, 2025
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