Josh Wood, CFP®

Josh Wood, CFP®

CERTIFIED FINANCIAL PLANNER™

 

Josh Wood began work at Wood Financial January of 2004.

Education:

Undergraduate: B.A. in Finance - Texas A&M University
Graduate: M.B.A. - Baylor University

Josh is a CERTIFIED FINANCIAL PLANNERTM practitioner and holds a Series 7 General Securities Registration, Series 63 Uniform Securities Agent State Law Registration, Series 65 Investment Advisors Law Registration, and a Texas and Oklahoma General Lines Life and Health Insurance License.

Prior to joining Wood Financial, Josh worked as a Personal Banker and Customer Service Representative at Wells Fargo Bank in College Station, TX. 

Aside from his investment practice, Josh enjoys reading, writing, running, and spending time with his family - his wife, Careese, and his nine children. Josh and his family are active in their local church and community where they are fans and supporters of a number of wonderful local causes, including Christian Relief Fund and Hope Choice.