Josh Sterling, Accredited Estate Planner® Designee by NAEPC

Josh Sterling, a comprehensive Wealth Strategist, has been certified as an Accredited Estate Planner® (AEP®) designee by the National Association of Estate Planners & Councils (NAEPC) on April 12th, 2023. The AEP® designation is a graduate-level, multi-disciplinary specialization in estate planning, obtained in addition to already recognized professional credentials within the various disciplines of estate planning.

Who is Josh Sterling?

Josh Sterling is a Wealth Strategist at CAMAS Advice who specializes in resolving the multitude of challenges faced by businesses, estates, high net worth, and high-income earning individuals. He provides tailored solutions that cater to each client’s unique circumstances. Josh’s areas of expertise include life insurance planning, retirement planning, tax reduction strategies, charitable planning, long-term care, estate planning, college funding, and business transition. His office is located at 8733 Lakewood Drive, Suite 210, Windsor, CA 95492.

Josh’s Public Speaking

Josh is also known for his public speaking on advanced life insurance case design and various other business owner and estate planning topics. He believes that clients are best served by a well-rounded team of advisors and collaborates with some of the finest CPAs, Estate Planning Attorneys, and Financial Advisors across the nation.

Accredited Estate Planner® Designee

The AEP® designation is available to actively practicing attorneys, accountants, insurance professionals, financial planners, philanthropic advisors, and trust officers who hold one or more of the following credentials in active status and good standing: JD, CPA, CLU®, ChFC®, CFP®, CFA, CPWA, CAP®, CSPG, CTFA, MSFS, or MST. It is awarded by the National Association of Estate Planners & Councils to recognized estate planning professionals who meet stringent requirements of experience, knowledge, education, professional reputation, and character.

NAEPC Code of Ethics

An AEP® designee must embrace the team concept of estate planning and adhere to the NAEPC Code of Ethics, as well as participate in an annual renewal and recertification process.

National Association of Estate Planners & Councils

NAEPC is a national organization of professional estate planners and affiliated local estate planning councils dedicated to the cultivation of excellence in estate planning. NAEPC fosters the multi-disciplinary approach to estate planning by serving estate planning councils and their credentialed members and delivering exceptional resources and unsurpassed education.

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