Josh Kaplan, CFP®

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Getting to Know Josh

 

Josh joined Armstrong, Fleming & Moore, Inc. in July 2020 as a Client Service Associate. He graduated from Virginia Tech in May 2020.

While at Virginia Tech, Josh majored in finance in the CERTIFIED FINANCIAL PLANNER™ certification education track and also in accounting and information systems.

Josh is from Richmond, Virginia, but was drawn into the excitement of DC and the endless food options available. If he is watching soccer, he enjoys to watch the Premier League supporting West Bromwich Albion but also is a Baltimore sports fan. When not watching or playing sports, Josh enjoys visiting new places and going to concerts.

Certifications & Education

 

B.S. in Finance and B.S. in Accounting and Information Systems (ACIS), Virginia Tech

CERTIFIED FINANCIAL PLANNER™ certificant

FINRA Series 7 and 63 securities registrations held through Commonwealth Financial Network®

More From

Josh Kaplan, CFP®

Student Loans – Loan Forgiveness & Other Benefits

October 26, 2022Josh Kaplan

For those struggling to repay student loans, President Biden’s announcement in August 2022 that a portion of federal loans could…

Preparing Taxes

April 13, 2022Josh Kaplan

We have all likely heard Ben Franklin’s quote about there being only two certain things in life: death and taxes.…

Why Investing is More Difficult Than Just Choosing the “Right” Securities

July 1, 2021Josh Kaplan

Investing can seem to be a simple concept – buy when the market is low and sell when it’s high…

529 Accounts: The Ins and Outs of Qualified Expenses

May 7, 2021Josh Kaplan

As you may know, 529 accounts are a great savings vehicle for many individuals to save money for education. The…

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