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

Josh Berdet, CFP®

3625 Hendricks Avenue
Jacksonville, FL 32207
(904) 694-2673

General

Josh Berdet is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Jacksonville, FL and the surrounding communities.

Financial Advisor Experience

I provide financial planning services to individuals, families, and business owners and have nearly ten years of experience in the industry. Prior to joining my current Independent firm Cerity Partners, I spent six years as a financial advisor with Merrill Edge (A division of Merrill Lynch) serving a diverse client base in the areas of investment and financial management. I started my career at John Hancock Financial with a focus on insurance planning and earned my Bachelor’s degree in Finance from the University of North Florida. I am also a Certified Financial Planner.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Disclaimer

Not affiliated

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Buying a Home, Career Change, Asset Allocation, Estate Planning, Investment Management, Limited Partnerships, Mutual Funds, Getting Married, Real Estate, Insurance, Job Loss, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Succession Planning, Tangible Assets, Sudden Wealth, Men's Finances, Personal Taxes

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