Josh Weidie, CWS® 1
  • Download Bio

Notable

  • Certified Wealth Strategist®

  • 3 Years of Financial Services Experience

Contact

  • (678) 797-3795

  • Email Josh

Josh Weidie, CWS®
Senior Financial Planner

Josh Weidie, CWS®, is a Senior Financial Planner for Henssler Financial, supporting the Managing Associates. His responsibilities include reviewing client asset allocation, assisting with client cash flow projections, processing client information and client services support duties.

Prior to joining Henssler, Mr. Weidie interned for Congressman Steven M. Palazzo, serving Mississippi’s fourth congressional district. In his role in Washington, Mr. Weidie assisted with constituent services, office administration and organization, schedule planning, drafting policy and form letters, and conducting research on a variety of policies.

Mr. Weidie earned a Bachelor of Arts in History from Wake Forest University and holds the Certified Wealth Strategist® (CWS®) designation.

Josh Weidie, CWS® 1

Josh Weidie, CWS®
Senior Financial Planner

  • Download Bio

Josh Weidie, CWS®, is a Senior Financial Planner for Henssler Financial, supporting the Managing Associates. His responsibilities include reviewing client asset allocation, assisting with client cash flow projections, processing client information and client services support duties.

Prior to joining Henssler, Mr. Weidie interned for Congressman Steven M. Palazzo, serving Mississippi’s fourth congressional district. In his role in Washington, Mr. Weidie assisted with constituent services, office administration and organization, schedule planning, drafting policy and form letters, and conducting research on a variety of policies.

Mr. Weidie earned a Bachelor of Arts in History from Wake Forest University and holds the Certified Wealth Strategist® (CWS®) designation.

Notable

  • Certified Wealth Strategist®

  • 3 Years of Financial Services Experience

Contact

  • (678) 797-3795

  • Email Josh

Print Friendly, PDF & Email