Josh Hall

Josh Hall, CFP®, CKA®

Sr. Financial Planner
Charlotte, NC
josh.hall@bluetrust.com
(704) 409-1905
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Josh Hall is a senior financial planner for the Private Wealth division of Blue Trust and serves his clients out of the office in Charlotte, North Carolina.

As an experienced CERTIFIED FINANCIAL PLANNER® certificant and Certified Kingdom Advisor® (CKA®), Josh is passionate about freeing up his clients’ time and capacity so they can focus on what matters most to them. He carefully analyzes each client’s unique situation to develop tailored strategies that provide clarity and confidence. Josh and his team mesh financial planning with investment management, creating solutions in key areas such as estate planning, insurance, taxes, charitable giving, retirement, cash flow, and trust services, empowering clients to achieve their financial and personal goals.

Before joining Blue Trust, he worked as an associate in the retirement division at Vanguard, helping clients navigate the complexities of managing their retirement portfolio effectively.

Josh graduated from Charleston Southern University with a BBA in marketing and a minor in finance. During his time at CSU, he played outfield for the baseball team.

Active in his community, Josh and his wife, Lauren, natives of Charlotte, attended Charlotte Christian School together and are members of their local church. Josh loves playing golf and enjoys coaching baseball and softball.

Josh and Lauren live in Charlotte, North Carolina.

Testimonials

 
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We first called Blue Trust to determine how soon I could retire. Our Blue Trust advisor guided us on a spiritual path at exactly the right time to focus us on God’s will at this stage of our lives and we will be forever thankful.

Jim & Norma W.Lake Elsinore, CA

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I've been involved with financial planners for well over 40 years. There's very few of them that do it like Blue Trust. Very few concentrate on giving as part of the overall plan.

Terry Parker, Cofounder of National Christian FoundationFeatured in Faces of Generosity

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Working with our Blue Trust advisor and their team of experts has been a 'game changer' for us to ensure we are managing our wealth wisely and being generous with the time, talents, and treasure we’ve been given--all from a biblical worldview.

President & CEO of a large privately owned companyDagsboro, DE

Resources

From Tithes to 1099s: Tax Terms to Know

Wisdom For Wealth. For Life.® Newsletter Winter 2025

The Price of Protectionism

From Tithes to 1099s: Tax Terms to Know

Wisdom For Wealth. For Life.® Newsletter Winter 2025

The Price of Protectionism

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Trust and investment management accounts and services offered by Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. CFP Board owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
**All financials are as of 12/31/24 and subject to change.
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