Joshua C. Harper

Credentials:
  • CFP®
  • ChFC®
  • CLU®
  • RICP®

Focus: Insurance Strategies, Investment Strategies, Business Owners, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Charitable Giving, Business Succession Planning, Risk Management Strategies, Financial Education

Languages: English, French

Preparing for the next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs.

I am prepared to assist clients with their financial plans and help them meet their long-term financial goals. I work closely with my clients and can also work with you. I will help you:

  • Define your personal financial goals
  • Develop a financial strategy that can help you achieve these goals
  • Suggest suitable products and solutions based on your own tolerance for risk and your time-frame
  • Implement your strategy with products and services that help meet your needs.

I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients.

Education

University of Georgia - Terry College of Business (2002-2006)
The American College (2011-2012)

Hobbies

Sailing
golf
mountain biking
music
travel
cooking

See Joshua’s Licenses and Disclosures

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Contact Joshua

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Capstone Financial

Main Office

3550 Lenox Road NE Suite 1100
Atlanta, GA 30326

CRN202207-267436