Joseph Bates, CFP®

Associate Financial Planner
and Client Service Representative (CSR)

Joseph Bates is an Associate Financial Planner and Client Service Representative (CSR) 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 Harleysville, 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.