Josh was inspired to become a CERTIFIED FINANCIAL PLANNER™ professional because of his desire to create a lasting impact on people’s lives. He started his career in 2005 and since then has committed himself to serving as a valued advisor for his clients and their families.
“We are accountable to our clients – we say what we do, and we do what we say.”
Stein Wealth Advisors was founded in 2008 by Josh and his wife Melissa. Prior to the formation of SWA, Josh served as a leader within several large financial services firms, acting as the registered principal and supervising other financial advisors. Josh earned multiple awards, including an Outstanding Leader Award from Ameriprise Financial and a President’s Citation from Prudential Financial.
Josh graduated with honors from The University of Pittsburgh. He also completed the Duquesne University School of Leadership curriculum, earning an Executive Certificate in Financial Planning. He earned his CERTIFIED FINANCIAL PLANNER™ Certification (CFP®) from the CFP Board and his Chartered Retirement Planning Counselor designation (CRPC®) from the College for Financial Planning.
Josh is a committed community business leader. He has been a featured speaker at many businesses in the Pittsburgh area,providing corporate seminars that cover retirement planning and employee benefits.
Josh lives in McMurray, PA with his wife, Melissa, and their three children, Jackson, Elle, and Elijah. He has a passion for horology, photography, guitar, and chess.
Credentials
- Certiļ¬ed Financial Planner (CFP®)
- Chartered Retirement Planning Counselor (CRPC®)
- Pennsylvania Insurance Licensee for life, accident, and health
- Series 7, 66, and 24 registered with LPL Financial