Joshua E. Self,  CFP<sup>&reg;</sup> - Financial Advisor

Joshua E. Self, CFP®

CLU, ChFC,

Managing Partner

Ridgeline Wealth Advisors

7500 Six Forks Rd, Suite 100
Raleigh, NC 27615
FINANCIAL ADVISOR'S WEBSITE
(919) 782-0494

General

Joshua Self is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ridgeline Wealth Advisors in Raleigh, NC and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

63

Designations & Certifications

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

Insurance Licenses

  • Life insurance: NC, TN
  • Health/disability insurance: NC, TN
  • Fixed annuities: NC, TN

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, Banking, Asset Allocation, Career Change, Disaster Recovery, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Irregular Income, Mutual Funds, Getting Married, Job Loss, Real Estate, Insurance, Life Planning, Retirement, Stocks & Bonds, Startup, Succession Planning, Starting a Family, Long-term Care, Sudden Wealth, Special Needs, Personal Taxes

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