Joshua Houle, CFP<sup>®</sup>, APMA<sup>®</sup>

Joshua Houle, CFP®, APMA®

Vice President, Wealth Manager

Office: 603.338.0515
E-mail:
 

Joshua (Josh) Houle is a Vice President and Wealth Manager at Steward Partners. Josh has been serving families and business owners in the Monadnock Region in the financial services industry since 2011. Josh helps his clients understand the obscure risks that could derail any well-laid plan and, through financial planning and a team of professionals, protects them against these potential risks.

As a CERTIFIED FINANCIAL PLANNER™ professional, Josh is trained in financial planning, estate planning, insurance planning, investments, retirement planning, and tax planning. The CFP® designation is one of the highest standards of excellence in the field of personal financial planning. Josh is certified with National Social Security Advisors and provides ongoing social security workshops to educate individuals on optimizing retirement benefits. Josh earned a Bachelor of Science in Occupational Safety from Keene State College and is pursuing his Master's degree from the College of Financial Planning.

Josh invests time in the community as the Chair of MoCo Youth Arts Board of Directors and is the Program Coordinator for Monadnock Understands Childhood Hunger (MUCH), where he leads an effort to provide food boxes to local area schools throughout the school vacation weeks. As a former professional soccer player, Josh has been sharing his love of the sport with Keene youth for more than 15 years by serving as Director of Coaching for the Cheshire United Soccer Club, Assistant Coach for the KSC Men's soccer program, and currently, as an Assistant Coach for the Unified Soccer Team at Keene High School. Josh also enjoys playing squash and tennis and is an avid skier. His interests include building custom furniture and playing classical guitar. Josh, his wife, and their four children appreciate the many benefits of living, working, and playing in the Greater Monadnock Region.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck