Warburton Capital Management is proud to announce that Operations Manager Josh Jakubovitz has earned the CERTIFIED FINANCIAL PLANNER™ certification — one of the most respected credentials in the financial services industry.
“Josh’s achievement reflects his dedication to professional growth and his unwavering commitment to serving our clients and our team at the highest level,” said Jonathan Hall, President and CEO of Warburton Capital Management. “The CFP® designation is a rigorous milestone, and we’re thrilled to celebrate this accomplishment with him.”
Since joining Warburton Capital in 2021, Josh has played a key role across the firm’s operations, advisory support, and administrative efforts. He has been instrumental in developing and leading the firm’s Family Office services, delivering a premier experience for ultra-high-net-worth families. While working full-time, Josh completed the extensive coursework and passed the comprehensive CFP® exam — a testament to his discipline and passion for the profession.
Josh holds dual bachelor’s degrees in Economics and Chinese Language & Culture from The University of Oklahoma, and earned his MBA from the University of Tulsa in 2022.
About Warburton Capital Management
Founded in 2006, Warburton Capital Management is a Tulsa-based fiduciary wealth management firm providing a Family Office Experience to individuals and families. The firm advises on investment management, tax strategy, estate planning, charitable giving, insurance coordination, and trust representation. Warburton Capital is headquartered in the Two Warren Place building at 6120 South Yale Avenue, Suite 1010, Tulsa, OK 74136.
