Josh Gummo, CFP®, CKA®

Financial Planner

Souderton, PA

P: (215) 703-0111
T: (877) 420-9789
F: (215) 703-0113

Josh Gummo, Financial Consultant

Josh Gummo, CFP®, CKA®, serves as a Financial Planner at Everence®. He works as part of the Everence team to provide financial solutions to individuals, families, churches and businesses. Josh and the team are well versed in helping members with their investment, insurance and financial planning needs.

Josh’s goal at Everence is to use his professional experience to help people be good stewards of their God-given resources. He is excited to build lasting relationships that help members navigate their financial future and build legacies that help fulfill their life’s mission.

Josh earned a B.S in business management, finance, and financial planning from Liberty University and has been in the financial advising business since 2014. He holds insurance and securities licenses as well as the CERTIFIED FINANCIAL PLANNER™ designation.

Josh and his wife, Mila, reside in Bethlehem Township, Pennsylvania, and are members of Ebenezer Bible Fellowship Church, where Josh serves as youth group leader. Josh is a member of the Believers in Business and Kingdom Advisors professional networking groups. 

Josh enjoys traveling with Mila, playing sports and spending time with friends and family.


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Disclaimer

Securities offered through Concourse Financial Group Securities, Inc. (CFGS), Member FINRA/SIPC. Advisory services offered through Concourse Financial Group Advisors, a DBA for CFGS, a Registered Investment Advisor. Investments and other products are not NCUA or otherwise federally insured, may involve loss of principal and have no credit union guarantee.

Products and services offered through Everence Trust Company and other Everence entities are independent of and are not guaranteed or endorsed by Concourse Financial Group Securities, or its affiliates.

Access a copy of CFGS’s Form CRS. 


Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.