As a financial advisor, Josh has extensive experience and a passion for guiding clients toward their financial objectives. With certifications such as FINRA Series 7 and 66, along with the CRPC® designation, Josh is equipped to deliver comprehensive and customized financial planning solutions.
In his role, Josh is skilled in preparing, presenting, and implementing customized retirement plans designed to meet individual goals. He emphasizes the importance of building and nurturing strong client relationships and is dedicated to guiding clients through every aspect of their financial journey.
Outside of work, Josh enjoys staying active and spending quality time with his wife, Sarah, and their daughter, June.
What is your favorite part about working at Johnson Brunetti?
Everyone has been helpful and friendly!