Josh joined the Carver Financial team in Spring of 2019 as a Registered Associate. He was previously with PNC Investments assisting clients with trades and account maintenance support. Josh is a graduate of Cleveland State University, with a bachelor’s degree in Finance. He holds the CERTIFIED FINANCIAL PLANNER™ designation, as well as his Series 7 and 63 licenses, and Ohio Life and Health insurance license.
Josh resides in Mentor with his wife, son, and 2 dogs. In his free time, he enjoys going to sporting events and visiting parks with his family.
CFP® | CERTIFIED FINANCIAL PLANNER™ | Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.