Josh Wakefield, Social Security Consultant
Josh Wakefield
CERTIFIED FINANCIAL PLANNER®, Financial Clarity Guides
Professional Profile
Meet Josh Wakefield, a distinguished CERTIFIED FINANCIAL PLANNER® and founder of Financial Clarity Guides, based in TN. With a commitment to simplifying complex financial decisions, Josh empowers clients to navigate crucial areas such as retirement, tax, insurance, gifting, investments, and Social Security planning. His dedication to helping clients, particularly California public employees, ensures they don’t miss out on the financial resources they rightfully deserve.
As a holder of the NSSA® Social Security certification, Josh Wakefield brings specialized knowledge of Social Security planning to every client relationship.
Josh's passion for giving back is evident in his community-oriented approach, offering discounted services for foster parents and providing a year of free planning for those who adopt. A devoted husband to Lauren and father to Parker and Noah, he enjoys live music, supporting his local church, and engaging in sports. Trust in Josh's expertise to guide your financial future—contact him today at Josh@fcguides.com or call 949.812.8090. Discover how Financial Clarity Guides can help you achieve your financial goals with confidence.
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How an NSSA® Certified Advisor Will Help You
An NSSA® Certified Advisor provides the knowledge and expertise needed to maximize your Social Security benefits and help you achieve a secure retirement.
Avoid Costly Social Security Claiming Mistakes
Navigating Social Security rules can be complex, and even small mistakes can cost you thousands of dollars in lost benefits. An NSSA® Certified Advisor ensures you make informed decisions and avoid costly errors.
Holistic Retirement Planning
An NSSA® Advisor integrates your Social Security strategy with your overall retirement plan, ensuring your assets work together to meet your financial goals and a clearer path to a secure future.
Guidance You Won’t Get from the Social Security Office
The Social Security office provides information but doesn’t offer personalized advice or strategies. An NSSA® Certified Advisor delivers tailored solutions based on your unique circumstances and goals.