Josh Meyer

Josh Meyer

Josh Meyer - Founder at Peak Legacy Partners LLC

Josh Meyer Work

Josh Meyer Education

  • 2016 - 2016 Financial Services Certified Professional (FSCP) in Financial Planning and Services
    The American College of Financial Services
  • 2010 - 2012 LUTCF in Advanced Training on Life, Health and Retirement planning.
    The American College of Financial Services
  • 1998 - 2002 B.S.B.A. in Finance
    The Ohio State University - The Max M. Fisher College of Business
  • Rocky River High School

Josh Meyer Skills

Financial CoachingFinancial PlanningRisk AssessmentRisk ManagementBusiness Growth StrategiesFamily PlanningDisability InsuranceLife InsuranceFixed AnnuitiesRetirement PlanningIndexed Universal Life InsuranceInsuranceRetirementEmployee BenefitsSalesSmall BusinessFinanceUniversal LifeWhole LifeLong Term Care InsuranceCritical IllnessEstate PlanningAsset ProtectionMedicareTerm Life InsurancePermanent Life InsurancePolicyMarketingLife Insurance PlanningPolicy ReviewsBusiness InsuranceCritical Illness InsuranceKey Person InsuranceSocial Security OptimizationBusiness Succession PlanningExecutive Bonus Coverage

Josh Meyer Contact Information

Work email●●●●●●●●@company.com
Personal email●●●●●●●●@gmail.com
Phone+● ●●● ●●● ●●●●
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Josh Meyer currently works at Peak Legacy Partners LLC as Josh Meyer - Founder at Peak Legacy Partners LLC.

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