Bethesda, MD—January 2, 2024—Divergent Planning, a fee-only Registered Investment Advisor (RIA) firm in Bethesda, is excited to announce the promotion of Joshua Stromberg, CFP®, from Associate Financial Planner to Lead Advisor.
Stromberg’s promotion reflects his expertise and dedication to client-focused wealth management. The promotion is effective January 1, 2024.
In his new role, Stromberg takes the lead in delivering tailored financial planning and investment management services. His key duties include meeting one-on-one with clients, advising on strategies to achieve their goals, drawing up comprehensive financial plans, and updating plans to help keep them on track with clients’ lives.
"Joshua's advancement to Lead Advisor aligns with our core value of putting our clients' interests first," said Matthew Brock, CFP®, Managing Partner and Lead Advisor at Divergent Planning. "We believe his depth of knowledge and commitment to fiduciary financial planning have significantly contributed to our clients' ability to make informed financial decisions about their future."
Stromberg has been a member of the Divergent Planning team since January 1, 2022. He was awarded the highly regarded CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 2021. He now makes up a team of four lead advisors including Brock, Ara Abrahamian, CRPC®, and Karly Holland, CFP®, CTS™.
"In my new role, I'm excited to continue collaborating with clients to help them enjoy more financial freedom," said Stromberg. "Many clients come to us because they’re worried about making costly mistakes that hurt their future. I always get a thrill after they start working with us and really begin to express confidence that they’re now on the right financial path.”
Abrahamian, Senior Partner and Lead Advisor, said: "Joshua's promotion reflects his professional growth and the confidence he has built among colleagues and clients. His skills and leadership are well-suited for the Lead Advisor position."
Divergent Planning caters to mid-career professionals, pre-retirees, and federal government workers in Maryland, Northern Virginia, Washington DC, and remotely across the country. The RIA provides budgeting/cash flow planning, tax optimization, risk management, retirement account/pension planning, investment management, and employee benefits analysis, among other services. For more information about Divergent Planning, visit www.divergentplanning.com.
About Divergent Planning
Divergent Planning is a fee-only Registered Investment Advisor in Bethesda, MD, helping clients feel confident that they are on the right path to financial independence. The firm specializes in providing financial planning, investment management, and tax planning to mid-career professionals, pre-retirees and retirees, and federal government employees. For more information, visit divergentplanning.com.