About

Josh Harris

Money Nerd

Josh Harris is a a self described “money nerd”.

Josh Harris is a finance nerd…he geeks out about all things money. It’s only natural he found his way to teaching Personal Finance and Financial Planning at Clemson University after serving as a personal banker for several years. His appetite to learn more lead him to begin his doctoral studies at Kansas State University in 2019 where he focuses his studies on the intersection of Family and Finances.

He believes in the fiduciary principle of being a CERTIFIED FINANCIAL PLANNERTM and focuses his time outside of serving clients’ interest first and teaching the next generation of financial planners on promoting the further development of the profession of Financial Planning. 

Over the past several years he’s served and continues to serve in many volunteer roles with the Financial Therapy Association, Financial Planning Association, and the CFP Board. Some of roles have included executive positions, scholarship review panels, content design, and event management.

His weekends are filled with good books, camping and long walks with his wife Cassandra and their furry kids – Jack, Kate, Charlie, Oliver & Ginny.

Let’s Seek Financial Guidance Together.


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