Josh Bentz, CFP®

Sr. Financial Advisor



Education:
Purdue University, BS, Financial Counseling & Planning

Designations:
CERTIFIED FINANCIAL PLANNER™

Industry experience:
10 years

How does Josh Use Commas?

  • Explore and get to know my new home of Cincinnati
  • Travel to new places each year with my wife
  • Prepare to buy a new house and eventually start a family
  • Reach financial independence

The Latest from Josh

What Does Building Wealth Mean to You?
Year-End Tax Tips to Make the Most of Your Holiday Season
What to Look for in a Financial Advisor

Josh’s Story

As a financial advisor, Josh provides comprehensive financial planning for clients. He enjoys getting to know individuals and families so he can give specific, meaningful advice. He believes in being a fiduciary and doing what is in the best interest of clients.

Josh started his journey in the financial services industry as an undergraduate at Purdue University through an internship at a local financial planning firm. Prior to joining the Commas team in Cincinnati, he worked as a lead advisor for a fee-only registered investment advisory firm in the Indianapolis area.

In his spare time, Josh enjoys traveling, having visited various cities and countries since graduating college. He is also an avid sports fan, especially when it comes to his Boilermakers. Josh and his wife are currently relocating to the Cincinnati area to be closer to family and the Commas and Truepoint Wealth Counsel team.


Specialties

Behavioral finance, comprehensive financial planning, goal setting

Ready to start the conversation?