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Joshua
Scheibley, AIF®, CPFA
2000 University Avenue, Suite 201
East Palo Alto, CA 94303

Overview

Josh is a Retirement Plan Consultant at BPM. He provides retirement consulting services, helping both plan sponsors and participants meet their goals, through plan-optimized investment options and technology, and expert financial and regulatory guidance.

He works with Defined Contribution and Defined Benefit Plan sponsors to build and maintain plans that bring confidence to business owners, plan fiduciaries and participants. His clients rely on him to provide guidance on such topics as plan design, investment selection, vendor optimization and plan compliance. He specializes in participant education, helping participants understand the importance of savings, investment options and tax benefits.

Josh runs Participant Education Presentations for BPM clients, edifying participants on the importance of savings, retirement plan limits, investment options, and tax benefits. He also manages all operational items for clients, assisting them throughout the entire process for items such as investment changes, plan document changes/design, conversions, and plan amendments.

Interesting Tidbit

Josh loves basketball and played at Foothill College for the Owls!

Certification

  • Accredited Investment Fiduciary (AIF), fi360
  • Certified Plan Fiduciary Advisor (CPFA), NAPA – National Association of Plan Advisors
  • Retirement Plan Fundamentals Certificate, American Society of Pension Professionals and Actuaries
  • FINRA Series 65 Registration

Education

B.S., Business Finance, San Jose State University