Joshua Shulman
Partner, Sherpa Wealth Partners Financial Advisor - Rjfs @Raymond James
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WORK HISTORY
Partner, Sherpa Wealth Partners Financial Advisor - Rjfs @Raymond James
At Sherpa Wealth Partners, the focus is always on you and your personal journey “Your Goals, Our Guidance” is at the core of everything we do. My hope is that we can work together to create a lasting and trusting relationship where we can truly partner to create a plan that fits you.As your financial advisor my expectation is to help you create a living, breathing plan that is easy to understand, easy to implement, and all the while helps us successfully navigate life\'s critical financial events.Securities offered through Raymond James Financial Services, Inc, Member FINRA/SIPC
EDUCATION
University of Pittsburgh
BA, International Business and Political Science
University of Florida
MBA, Business
SKILLS
ABOUT JOSHUA SHULMAN
For important disclosure information, please see \"Social Media Disclosure\" link in the \"Contact Info\" section.Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm.Securities offered through Raymond James Financial Services, Inc, member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Sherpa Wealth Partners is not a registered broker/dealer and is independent of Raymond James Financial Services. Please follow this link to Important Disclosure Information: http://raymondjames.com/smicd.htmCertified Financial Planner Board of Standards Inc. owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER(tm) 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.
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