Joshua Berdet
Principal at
Cerity Partners
Years of Experience
11 years
Number of Clients
40
Average Client Size
$1,500,000
Member Since
2025
Allow Me to Introduce Myself
Clientele
Josh works with High Net Worth individuals, Young Professionals with new families, and Business Owners, providing comprehensive financial planning and investment/tax management focusing on helping them to achieve their specific goals toward a better financial future.
Services Provided
Tax Planning
Advice-Only Financial Planning
Investment Management
Retirement Planning
Specialties and Expertise
Credentials and Designations
Certified Financial Planner™
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Series 65 - Uniform Investment Adviser Law Exam
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Pricing Models
Education
University of North Florida
B.S. Finance
Obtained in 2013
Advisor Links
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