Joshua Shaver
About Joshua Shaver
Joshua Shaver Managing Partner
Joshua Shaver currently holds the position of Managing Partner. In this capacity, he oversees various operational aspects and strategic initiatives. His leadership role ensures that the organization meets its goals and maintains its commitment to high standards in financial planning and related services.
Joshua Shaver Certified Financial Planner (CFP)
Joshua Shaver is a Certified Financial Planner (CFP). This designation signifies his expertise in financial planning, with a focus on offering sound financial advice and comprehensive planning services to clients. He is equipped to handle various financial scenarios, ensuring that clients receive well-rounded and informed financial plans.
Joshua Shaver Chartered Financial Consultant (ChFC)
Holding the Chartered Financial Consultant (ChFC) designation, Joshua Shaver brings advanced financial knowledge and expertise to his role. This certification highlights his ability to create effective financial strategies tailored to clients' unique needs, enhancing his capacity to assist with complex financial situations.
Joshua Shaver Retirement Income Certified Professional (RICP)
Joshua Shaver is a Retirement Income Certified Professional (RICP). In this role, he specializes in designing comprehensive retirement income plans, ensuring that clients can effectively manage their resources during retirement. This designation emphasizes his proficiency in retirement planning and income distribution.
Joshua Shaver Certified Business Exit Consultant (CBEC)
As a Certified Business Exit Consultant (CBEC), Joshua Shaver is trained to guide business owners through the process of transferring ownership or exiting their business. This expertise allows him to assist clients in planning and executing business exits that maximize value and align with their long-term objectives.
Joshua Shaver Vice President of DSFG Cares
Joshua Shaver serves as the Vice President of DSFG Cares, a charitable initiative focused on improving the quality of life, education, and health and safety of children. In this role, he helps direct efforts and resources to various charitable activities, ensuring that the organization's philanthropic goals positively impact the community.