Joshua L. Short,  CFP<sup>&reg;</sup> - Financial Advisor

Joshua L. Short, CFP®

723.45 Miles

516 Deerfield Cir
Church Hill, TN 37642-3420
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General

Joshua Short is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at in Church Hill, TN and the surrounding communities.

Financial Advisor Overview

OptimalPath Advisors is a fee-only, flat-fee financial planning firm serving young professionals, early retirees, and DIY investors who want expert guidance without sales or commissions. We specialize in financial independence planning, retirement planning, tax strategies, cash-flow planning, investment management, and ongoing advice. As a fiduciary, we provide unbiased guidance tailored to your goals — virtual appointments available nationwide.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®
  • Other - EA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Business Taxes, Estate Planning, Investment Management, Government & Military, Employee Benefits, Identity Theft, Irregular Income, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Startup, Tangible Assets, Long-term Care, Sudden Wealth, Men's Finances, Nontraditional Households, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources