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Joshua Berdet | Financial Advisor

Profile img for Joshua Berdet, financial advisor at Cerity Partners
Nashville, TN
Joshua Berdet
Financial Advisor
Principal at
Cerity Partners

Verified Identity

Important Disclosures

Allow Me to Introduce Myself
Josh is a Principal in Nashville, TN. Josh works with High Net Worth individuals, Young Professionals, Faith-Based Individuals, 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. Prior to joining Cerity Partners, Josh spent six years as a Vice President Financial Consultant with Merrill Edge serving a diverse client base in the areas of investment and financial management. He started his career at John Hancock Financial with a focus on insurance planning.
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Specialties and Expertise

6
Tax Minimization Investment Strategies
College Planning
Debt Management
High Net Worth Planning
Portfolio Construction
Retirement Income

Clientele

4
Corporate Executives
Dentists
High Net Worth Individuals
Retirees

Credentials and Designations

2
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Certified Financial Planner™

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Series 65 - Uniform Investment Adviser Law Exam

Education

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University of North FloridaB.S. FinanceYear Obtained: 2013
Quick Facts About Joshua
Years of Experience:11 yearsMember since:2025Average Account Size:$1,500,000Number of clients:40

Services Provided

How I help my clients

Tax Planning

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Advice-Only Financial Planning

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Investment Management

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Retirement Planning

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Pricing Models

Flat Fee
AUM

Proof of License

SEC Profile
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Profile last updated: 05-14-2025
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