Joshua Stromberg, CFP®

Lead Advisor

Josh loves it when he can help clients and get them excited for their financial future. As a lead advisor, he gathers clients’ information, develops recommendations, generates and presents financial plans, and follows up to help ensure the details get implemented.

Josh chose financial planning as a career path so he can help improve people’s quality of life by using his mathematical and problem-solving skills. He enjoys getting to know our clients to understand their hopes and fears so he can build a plan that meets their needs and goals.

Josh lives in Suffolk, VA and can often be found on morning runs with his dog, Lucy. The two have even won a 5K. Josh stumbled into figure skating when he started the sport to improve as a hockey player, but realized hockey wasn’t for him and stuck with figure skating. He also plays tennis and is an NBA fan.

Education and Designations

• CERTIFIED FINANCIAL PLANNER®, CFP Board

• Bachelor of Science, Finance, Virginia Tech

Memberships and Community Involvement

• Member, Financial Planning Association of Hampton Roads