Professional Registrations and Licenses:
- Certified Plan Fiduciary Advisor (CPFA) Designation
- FINRA Series 7 & 66 Licensed (NC)
- Life & Health Insurance, Disability Insurance Agent (NC & PA)
- Long-term Care Insurance Agent (NC)
Biography:
Josh is a Registered Financial Planning Associate with Tucker Bria Wealth Strategies, LLC. He works in the Durham, NC office.
He is a long-standing North Carolina native, where he grew up and built connections around the Pinehurst and Raleigh communities. Josh has graduated from North Carolina State University with a Bachelor of Sciences degree in Economics. He has previous experience working as a Financial Representative, and genuinely enjoys working with our advisors as they help families pursue their financial objectives and prosperity.
In his free time Josh loves to explore the outdoors, exercise, and root on the Philadelphia Eagles.
Professional Affiliations:
- Financial Planning Association