About My Practice
Josh specializes in comprehensive financial planning, investment management and advanced social security strategies for individuals. He adds value and a holistic approach to planning by collaborating with specialists in various disciplines including: tax planning, estate planning, insurance, and asset protection.
Many of Josh’s client relationships are medical professionals. He understands their unique situations and needs. He is well known for being able to understand and resolve complicated financial situations. Most of all he loves simply helping people build a healthy relationship with money for their future.
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.
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
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
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.