Joseph Bates, CFP®
Client Service Representative (CSR)
Joseph Bates is a Client Service Representative (CSR) and Paraplanner at Asset Planning Services, Ltd. Joseph joined APS in May 2015 as an intern and, after completing a successful internship, returned in May 2016 as a full-time employee.
Joseph graduated from Messiah College in 2016 where he received a Bachelor of Science in Business Administration with a concentration in Finance. Joseph originally earned his Financial Paraplanner Qualified Professional designation (FPQP™) in August 2015. Joseph has since earned the right to use the Certified Financial Planner™ (CFP®) professional designation in August of 2019 after completing coursework from the College for Financial Planning, successfully completing the CFP® examination requirement, meeting the CFP® Board’s experience requirements, and passing the CFP® Board’s candidate fitness standards.
Joseph lives in Royersford, Pennsylvania with his wife, Eliza, and black lab, Roan. In his spare time, he enjoys hiking, biking, running, and enjoying a big bowl of ice cream with Eliza and Roan.