Joshua Donner

About Joshua Donner

I am a passionate financial professional specializing in advanced tax optimization, integrated financial strategies, and business exit solutions for business owners and high-net-worth individuals. Since joining Clear Advice Financial in 2022, I’ve worked directly with clients to develop comprehensive strategies that help them protect, grow, and transition their wealth through services like the Family Financial Roadmap, Integrated Planning, and Business Exit Planning.As a fiduciary, I focus on helping business owners navigate the complexities of tax and succession planning, I provide solutions such as Business Valuation, Tax Optimization for Business Owners, and proactive financial strategies that address both personal and business needs. I’m committed to simplifying these intricate processes, ensuring that my clients save time, minimize tax liabilities, and preserve their legacies.In 2019, I co-founded Six Months and a Day®, a white-glove consulting service and proprietary audit-trail management platform designed to assist high-net-worth families in relocating from high-income tax states to no-income tax states. Our service integrates domicile planning with tax and estate strategies to ensure a seamless and compliant transition.With a background in industrial-organizational psychology, along with extensive experience in strategic planning, political and philanthropic fundraising, relationship building, and behavioral finance, I bring a unique approach to financial planning. I am proud to play a key role in helping Clear Advice clients achieve their long-term goals with tailored, proactive solutions.

Experience

1. Financial Planner

   Clear Advice

   Sep 2022 — Present · Fort Lauderdale, FL, US

   As a Financial Planner at Clear Advice Financial, Josh works with clients on their integrated planning and Family Financial Roadmap™. Integrated planning is the integration and coordination of a client’s financial plan with the many facets of their financial lives. By taking the time to create one integrated strategy, clients benefit in many ways. An extremely important part of the integrated planning process is proactive coordination with other advisers (CPAs, tax attorneys, etc.) and their related activities. Rather than each advisor working in independent silos, which many times leads to planning inconsistencies, Clear Advice Financial serves as the facilitator, to manage and oversee the entire planning process.The Family Financial Roadmap™ offers clients a secure family-office style platform with global financial oversight. This advanced financial planning process is designed to help organize, coordinate, and report on your family finances with ease. Implementing a Family Financial Roadmap™ will bring together your key advisors (CPA & Attorney) to pro-actively engage in current and future decision-making process.

Education

• Harvard Business School Online

  Certificate in Entrepreneurship Essentials

  2020 — 2020

• University of Colorado Boulder

  Bachelor's degree, Psychology

  2010 — 2013

Skills

• Public Speaking
• SEO
• Microsoft Office
• Sales
• Relationship Building
• Teamwork
• Management
• Foreign Policy
• Leadership
• Research
• Fundraising
• Nonprofit Organizations
• Social Media
• Business Networking
• Event Planning
• Social Media Marketing
• Microsoft Excel
• Powerpoint
• Online Advertising
• Public Relations
• Windows
• Marketing
• Search Engine Optimization (SEO)
• Facebook
• Social Networking
• Blogging
• Microsoft Word
• Salesforce.com
• Twitter
• Nonprofits
• Digital Marketing