Josh Wakefield, NSSA® Advisor · Spring Hill, TN
Josh Wakefield
CERTIFIED FINANCIAL PLANNER®, Financial Clarity Guides
Professional Profile
Meet Josh Wakefield, a distinguished CERTIFIED FINANCIAL PLANNER® and founder of Financial Clarity Guides, based in TN. With a commitment to simplifying complex financial decisions, Josh empowers clients to navigate crucial areas such as retirement, tax, insurance, gifting, investments, and Social Security planning. His dedication to helping clients, particularly California public employees, ensures they don’t miss out on the financial resources they rightfully deserve.
As a holder of the NSSA® Social Security certification, Josh Wakefield brings specialized knowledge of Social Security planning to every client relationship.
Josh's passion for giving back is evident in his community-oriented approach, offering discounted services for foster parents and providing a year of free planning for those who adopt. A devoted husband to Lauren and father to Parker and Noah, he enjoys live music, supporting his local church, and engaging in sports. Trust in Josh's expertise to guide your financial future—contact him today at Josh@fcguides.com or call 949.812.8090. Discover how Financial Clarity Guides can help you achieve your financial goals with confidence.
Disclosure
Joshua Wakefield, Investment Advisor. California Insurance License #0H60548. Advisory services offered through Cooper McManus, an SEC Registered Investment Advisory firm. Cooper McManus is a Registered Investment Advisory Firm. Securities offered through Cambridge Investment Research, Inc. A Registered Broker/Dealer. Member FINRA/SIPC. Cooper McManus, Financial Clarity Guides and Cambridge Investment Research are not affiliated. Trading instructions sent via e-mail may not be honored. Please contact my office at 949-812-8090 or Cambridge Investment Research, Inc 800-756-8115 for all buy/sell orders. Please be advised that communications regarding trades in your account are for informational purposes only. You should continue to rely on confirmations and statements received from custodian(s) of your assets. The text of this communication is confidential and use by any person who is not the intended recipient is prohibited. Any person who received this communication in error is requested to immediately destroy the text of this communication without copying or further dissemination. Your cooperation is appreciated.
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