Joshua J. Podczervinski
CFP®, RICP®, CPA
Investment Advisor Representative
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Education &
Affiliations &
Josh is an investment advisor representative in Savant’s Atlanta, GA office.
As a CERTIFIED FINANCIAL PLANNER® professional, Retirement Income Certified Professional® (RICP®), and Certified Public Accountant (CPA), Josh is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.
Josh has been involved in the financial services industry since 1998. He was a wealth advisor for Capital Directions from 2018 until it joined with Savant in 2023. Prior to joining Capital Directions, he was a partner in an Atlanta accounting firm, and in 2021 he founded his own accounting firm, Joshua J. Podczervinski, CPA, P.C. in Southport, NC. He served in the U.S. Army for nine years.
Josh is a member of the American Institute of Certified Public Accountants (AICPA). He earned a bachelor of science degree with honors in accounting from North Carolina State University.
Josh lives in Ocean Isle Beach, NC and enjoys spending time with his family, fishing, and playing golf.
Education &
Designations
- North Carolina State University
Bachelor of Science with honors in Accounting - CERTIFIED FINANCIAL PLANNER® professional
- Retirement Income Certified Professional® (RICP®)
- Certified Public Accountant (CPA)
Affiliations &
Community Service
- American Institute of Certified Public Accountants (AICPA) – member
- United States Army – veteran
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.