Wealth Strategist Archives

Josh Sterling Becomes Accredited Estate Planner® Designee by NAEPC: Providing Tailored Solutions to High Net Worth Individuals and Businesses

Josh Sterling Becomes Accredited Estate Planner® Designee by NAEPC: Providing Tailored Solutions to High Net Worth Individuals and Businesses

Josh Miner2023-04-28T02:22:13+00:00April 12th, 2023|Categories: Blog|Tags: Accredited Estate Planner®, AEP®, Estate Planning, High Net Worth Individuals, Josh Sterling, NAEPC, National Association of Estate Planners & Councils (NAEPC), Wealth Strategist|

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

Josh Sterling’s Remarkable Achievement: Top of the Table Million Dollar Round Table Qualification

Josh Sterling’s Remarkable Achievement: Top of the Table Million Dollar Round Table Qualification

Josh Miner2023-04-28T02:22:44+00:00March 15th, 2023|Categories: Blog|Tags: Business Transition, Camas Advice, Certified College Funding Specialist (CCFS®), Certified Long-Term Care Consultant (CLTC®), Charitable Planning, Chartered Life Underwriter (CLU®), Estate Planning, High Net Worth Individuals, Holistic Financial Services, Josh Sterling, life insurance, LLC, MDRT, Million Dollar Round Table Qualification, Retirement Planning, Tax Reduction Strategies, Top of the Table, Wealth Strategist|

Josh Sterling Reaches the Pinnacle of Success with Top of the Table MDRT Qualification Windsor, CA (March 15, 2023) Josh Sterling, a highly esteemed Wealth Strategist at Camas Advice,