Financial Education Course Instructor
Josh Strittmatter
EDUCATION background
from the beginning
Josh is a graduate of the University of Texas at Arlington with a major in Finance, and currently holds his CFP® and CRC® certifications. An avid learner, he is constantly continuing his education and prides himself on being a resource in the financial planning industry for students, clients, and colleagues alike.
Financial Professional of Over 20 Years
Overview And Experience
Family and community are the pillars of Josh’s life. He is married to his wife, Jamie, and they have three beautiful daughters. He enjoys spending his free time with his family visiting the library, parks and other local events.
Integrity and Transparency
Josh began his financial planning career with a leading financial services company, and after recognizing the need for a stronger personal relationship with his clients and more detailed planning, Josh embraced his entrepreneurial spirit and started his own business in 2007.
The ability to guide students and clients through uncertain financial times, coupled with exceptional customer service, has built Josh a prominent network of loyal clients. Working with his father at the family business since the age of 8, Josh learned the importance of a strong work ethic, accountability, and that a firm handshake and your word means everything. He is committed to upholding a high level of integrity and transparency in not only his own business, but in the financial planning industry.
Josh is dedicated to giving back to the community where he works and lives. Josh enjoys hosting and participating in charitable events such as Ronald McDonald House Charities, SafeHaven of Tarrant County, Samaritan’s Purse, Tarrant Area Food Bank, and more.
Contact Information
Phone Number:
(817) 768-2040
Email Address:
info@strittmatterfinancialeducation.org
Financial Background:
brokercheck.finra.org
Our new financial education semester starts soon! Get all the information you need on courses, new topics, class dates, and college locations.
the key to success
Courses Taught
Josh teaches all four of the financial education courses taught through this program. He teaches Getting Ready for Retirement™, Wills, Trusts, & Estate Planning™, and Social Security Secrets™ as a solo instructor. Retire Using Real Estate Investing™ is taught with Josh alongside REALTOR® and Real Estate Manager Adrienne Rowell.
