I pride myself on being a people-focused listener and doing my best to explain everything in a clear, easy-to-understand and empowering way, regardless of your investment experience. My mission is to create partnerships with my clients for life, helping to define and ultimately reach financial goals.
DEEP FINANCIAL ROOTS
I’ve always loved numbers and statistics, ever since I was young collecting sports cards and calculating batting averages. At age 18, my parents asked me to start putting away a little money every month for retirement and my thought was, "Why do I need to start thinking about retirement, I'm only 18?" Well, I did, and it was some of the best advice I ever received.
I went on to major in math and statistics in college. After graduation, I pursued my "dream job" of working in Major League Baseball in the front office of the Baltimore Orioles for several years. This led me back to my career in the collectibles industry for nearly 20 more years traveling the country and running the business, helping people get the most for their collections.
ALL ABOUT FAMILY
I’m honored to be part of the Edward Jones family today. I joined Edward Jones because I want to take my desire to help people to the next level. The decision for me to go into financial services was a big one for my own family. The support I get from them is second to none. My wife, Stefani, and two amazing children, Adam and Samantha, are what fuel my desire to help people create a better future.
Please feel free to reach out to me. I would love to have a complimentary conversation and explore how I might be able to help you with your future investments.
- Retirement Savings Strategies
- Socially Conscious Investing
- New Investors
- College Savings
Phone NumberJosh Wulkan at (510) 237-3495
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