Joshua Gelber

Joshua Gelber, CFP®
Director Financial Advisor Truist Investment Services, Inc.

50 Hudson Yards

69th Floor,

New York, NY 10001

Joshua.gelber@truist.com

Phone 212-801-6363

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About me

Background

Joshua Gelber is a Financial Advisor with over 15 years of experience. His philosophy is rooted in rules- based investing. He uses financial planning and investment selection as the core pillars of his portfolio construction process.

Josh takes a client-first approach; his commitment to personalized service is what truly sets him apart.

Both new and existing clients can expect professional and customized solutions tailored to their unique needs, with their financial goals at the heart of every strategy.

Josh is a Certified Financial Planner.


Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Business Administration, B.S.
Towson University 2011

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Locations

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