Joshua Duncan
Helping Family-Oriented Executives & Business Owners Confidently Delegate Their Financial Management using our Proprietary Financial Health Cycle | Proven Financial Director
- Role
- Certified Financial Planner at F5 Financial
- Location
- Venice, FL, US
- LinkedIn followers
- 500 followers
About Joshua Duncan
How do you value your time with your family? Is it the most important aspect of…
Experience
Certified Financial Planner
Oct 2018 — Present · Venice, FL, US
F5 Financial is driven by values that guide and inspire us to serve clients with integrity and excellence. Our goal is to create harmony and balance between the Five Fs—Faith, Friends, Family, Fitness, and Finance. As a financial planner, my goal is to help clients find financial harmony in the most important aspects of their lives. As a fee-only firm, we don’t try and upsell additional products, collect commissions from your assets or recommend solutions that aren’t in your best interest. Our focus isn’t on fees, it’s on enhancing your financial wellbeing.
Education
Capella University
Master of Business Administration - MBA, Business Administration and Management, General
2002 — 2005
Eastern Illinois University
Bachelor of Science - BS, Computer Science
1999 — 2002
Boston University Metropolitan College
Associate's degree, Financial Planning and Services
2016 — 2017
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