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Josh Cochran
Fee-Only & Fiduciary | Financial Planning & Investment Management
Josh Cochran, CFA, is the Founder of Cochran Wealth, a fee-only Registered Investment Adviser firm based in the Atlanta Metropolitan Area.1 He established the company in May 2015 and has been running it for over 8 years.1 As the founder, Josh specializes in comprehensive financial planning, investment management, retirement planning, and education planning.1
Professional Background
Josh has an extensive background in finance and wealth management:
- He began his career at Merrill Lynch, where he worked for about 5 years in various roles, including as a Senior Investment Analyst in the Private Banking & Investment Group.1
- He then briefly worked at Ned Davis Research as an Associate in Institutional Sales.1
- Prior to founding Cochran Wealth, Josh was an Associate Wealth Management Advisor at Fifth Third Bank.1
Education and Qualifications
Josh holds impressive credentials in the financial industry:
- He earned a B.S. in Finance with a minor in Economics from the University of North Carolina at Greensboro.1
- He is a Chartered Financial Analyst (CFA), a prestigious designation in the investment management profession.1
- Josh also holds a Series 66 license issued by FINRA.1
Expertise and Services
At Cochran Wealth, Josh provides a range of financial services:
- As a fee-only fiduciary, he offers unbiased financial advice and investment management.12
- His areas of expertise include wealth management, retirement planning, and financial planning.1
Personal Attributes
Josh is bilingual, with native proficiency in English and limited working proficiency in Spanish.1 He has been recognized for his achievements, including receiving the Bryan School of Business Achievement and Leadership Award.1
In summary, Josh Cochran, CFA, is a highly qualified financial professional with a strong background in wealth management and investment advisory services. Through Cochran Wealth, he provides comprehensive financial planning and investment management services to his clients, leveraging his extensive experience and credentials in the field.
