Joshua Shaffer, CFP®, is the Vice President and Financial Consultant at Fidelity Investments, where they leverage extensive experience to help clients achieve their financial goals. They previously worked as a Financial Advisor at RockSolid Planning and Edward Jones, constructing values-based portfolios and managing risks. Alongside their financial career, Joshua has demonstrated leadership as a business owner at Hautedry since 2014, where they oversee operations and strategic planning. Joshua's background also includes notable roles in sports as a Dean of Students and Head Football Coach at Fort Pierce Central High School, where they achieved national rankings for their teams. Joshua holds multiple advanced degrees in financial planning, business administration, and sports science.
Location
United States
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