Simplified Financial Advice.
Josh is a Wealth Advisor at Carson Wealth. He is passionate about adding value and serving a larger purpose. As a testament to his dedication to serving a larger purpose, Josh began his career in the Marine Corps. After four years serving in the Marine Corps., Josh then focused his efforts on developing advanced knowledge in financial planning and investment management.
Josh graduated with a Bachelor of Science in Finance. He completed his Master of Science in Financial Planning (MSFP) in December 2022. He has successfully passed the Series 65. Additionally, he completed a board examination and now holds the CERTIFIED FINANCIAL PLANNER™ designation.
He previously worked for a private equity firm managing +$200 million of distressed real estate, creating investment and operational strategy, and evaluating multi-million-dollar investments. Prior to joining Carson Wealth, he created a financial planning company to provide pro bono planning services to veterans in appreciation for their service.
Josh currently lives in Pittsburgh with his wife, Buse. They are avid travelers and take the opportunity to travel both domestically, taking road trips to nearby states, and internationally, to visit their family in Turkey. Josh enjoys giving back to his community through volunteering. His past volunteer work includes aiding with natural disaster relief, beach cleanups, teaching students about entrepreneurship, and more.