About My Practice
Josh specializes in comprehensive financial planning, investment management, and advanced social security strategies for high net worth individuals and medical professionals.
Josh speaks at Universities, non-profit organizations, and industry conferences on various financial planning topics and investment strategies. He has a passion for bettering the community through financial education.
Experience
Josh Donley is a CERTIFIED FINANCIAL PLANNER™ professional. He graduated Cum Laude from Elon University with a Bachelor of Science in Business Management and a Minor in Economics. Josh began practicing as an independent fee-based financial planner in 2002, and has obtained the following industry designations:
- CERTIFIED FINANCIAL PLANNER™
- Chartered Life Underwriter™
- Certified Fund Specialist
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 66
Insurance Licenses
Life insurance: CA, CT, FL, GA, MD, NC, OR, SC, VA, Health/disability insurance: CA, CT, FL, GA, MD, NC, OR, SC, VA, Fixed annuities: CA, CT, FL, GA, MD, NC, OR, SC, VA, Variable annuities: CA, CT, FL, GA, MD, NC, OR, SC, VA
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - CLU®, CFS
Broker-Dealer Affiliation
LPL Financial
Broker-Dealer Disclaimer
Securities and financial planning offered through LPL Financial. A Registered Investment Advisor. Member FINRA/SIPC.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
