Vanderbilt is happy to announce our newest Financial Professional, Joshua J. Hattig CFP®! Josh is joining us from Longmont, CO.
Josh has 25 years of experience in financial services. He is licensed as a Certified Financial Planner™ and holds his Series 6, 7, and 63 licenses. As the President of Hattig Financial Company, his business specializes in comprehensive retirement income planning and wealth management, social security maximization, and tax efficiencies for individuals and families, ages 40 and older, with 500k+ investable assets.
He has been successfully serving his client’s wealth management needs for over 25 years, providing financial clarity and peace of mind through proper investment planning prior to and through retirement. He and his team bring decades of experience in financial and investment services to their family of clients in Colorado and across the country. Josh received his Bachelor of Science in Business Management and Finance from Colorado State University. Currently, he resides in southwest Weld County, Colorado with his wife Tania, and their children, Asher and Portia.
“We are in the business of caring for people. The personal relationship we have with every client has been, and will always be our top priority. Serving our clients as the very best financial services organization we can requires looking ahead, and we want to partner with an organization that is committed to doing the same. We believe Vanderbilt Financial Group shares our passion for providing world-class service while remaining a family-driven business. We look forward to serving our clients for years to come with Vanderbilt by our side.”
“Advisors with Josh’s experience, knowledge, and passion for caring for his clients align with VFG’s core values of G.R.I.T.T. Bringing him on board is a reflection of parallels we look for in advisors when joining the firm.” – Heidi Distante, Chief Executive Officer.
