Josh Barnett, CFP® ChFC® CRPC® in

Josh Barnett, CFP® ChFC® CRPC®

Researcher · DISC type Cs
Vice President Financial Planning at Goss Wealth Management
📍 Baton Rouge Metropolitan Area, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
18 Years
Current Role
Vice President Financial Planning
Job Level
Senior
Location
Baton Rouge Metropolitan Area, United States
Personality Overview

How Josh shows up

Process Focused
Detail Oriented
Perfectionist

They do not like taking risks at all and go for proven options in the end. They are always well-planned and adopt a systematic approach. They tend to be clear about their needs and limitations and are unlikely to promise too much.

Priorities

Topics Josh cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

10-2020
Vice President Financial Planning
Goss Wealth Management
12-2015 - 10-2020
Financial Advisor at Knobloch, Poche, Burns Wealth Management Group of Wells Fargo Advisors
Wells Fargo Advisors
6-2007 - 12-2015
Managing Partner
Foxy's Fitness Centers
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2003 - 2007
Bachelor of Science (BS)
Louisiana State University
Education details unavailable
Parkview Baptist School
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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