Joshua Thompson CFP®, EA

 

 

family photoJoshua Thompson, CFP®, EA is president and founder of Consilium Management Group, LLC. He first entered financial services in 2005 after graduating from San Diego State University with a bachelor’s degree in International Business with a specialization in Finance.

Joshua holds the CERTIFIED FINANCIAL PLANNER™ certification and is also an Enrolled Agent. He currently holds the Series 7 and Series 66 registrations for investments and holds the Florida 2-15 license for life, health, and annuity insurance products.

When not helping clients with their finances, Joshua spends time with his wife Deborah (Dr. Cohen OBGYN) and his two young children Isaac and Ashley. Joshua is an active member of the community and a proud member of the Krewe of the Knights of Sant’yago.