Joseph McMahan, CFP®, AWMA® Civitas Financial
- 2525 Nelson Miller Pkwy Suite 103, Louisville, KY 40223
- (502) 708-1114
About Joseph McMahan, CFP®, AWMA®
Joseph McMahan is the Founder and President of Civitas Financial. A CERTIFIED FINANCIAL PLANNER™ (CFP®) and Accredited Wealth Management Advisor (AWMA®), Joseph has spent his professional career providing investment advice and financial planning services to individuals and families.
Prior to founding Civitas Financial, Joseph was a Wealth Planning Analyst for UBS, where he created and presented over 270 financial plans for UBS clients and prospects, before becoming a partner on a wealth management team.
Joseph serves on the Board of Directors of Louisville Central Community Center and volunteers as a tax-aide for the AARP Foundation.