Speak to a Wealth Advisor one on one! There will be an opportunity to speak with a Tower Wealth Management Wealth Advisor for a complimentary, no-obligation one-on-one session after the seminar. Sessions are first come, and must be scheduled in advance. One-on-one sessions will be held on Feb. 22 only at 3:00, 4:15, 5:30, 6:45, and 8:00.
Joshua Fretz, CFP®
Financial industry experience: 13+ years
Tower employee since 2016
Education: Bachelor’s Degree – Georgia Institute of Technology
Securities Registrations: Series 7, 66 Currently held through LPL Financial
Insurance Licenses: Life & Health Insurance
Professional Designations: Certified Financial Planner™