Joshua  Bentz,  CFP<sup>&reg;</sup> - Financial Advisor

Joshua Bentz, CFP®

WealthPoint Advisors

8335 Allison Pointe Trail, Suite 135
Indianapolis, IN 46250
(317) 818-1040

General

Joshua Bentz is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at WealthPoint Advisors in Indianapolis, IN and the surrounding communities.

Financial Advisor Overview

Fee-only, fiduciary financial planner

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Career Change, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Getting Married, Irregular Income, Life Planning, Retirement, Long-term Care, Starting a Family, Sudden Wealth, Personal Taxes

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Helpful Financial Planning Resources