Josh  Ackerman,  CFP<sup>&reg;</sup> - Financial Advisor

Josh Ackerman, CFP®

Context Financial LLC

120 Kentucky Ave, Ste 120
Lexington, KY 40502
FINANCIAL ADVISOR'S WEBSITE
(859) 514-1999

General

Josh Ackerman is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Context Financial LLC in Lexington, KY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)

Insurance Licenses

  • Life insurance: KY
  • Health/disability insurance: KY
  • Fixed annuities: KY

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Investment Management, Estate Planning, Insurance, Life Planning, Retirement, Long-term Care

More

Helpful Financial Planning Resources