Josh Duncan, Cfp®

Josh Duncan, Cfp® Email and Phone Number

Helping Family-Oriented Executives & Business Owners Confidently Delegate Their Financial Management using our Proprietary Financial Health Cycle | Proven Financial Director @ F5 Financial Planning
naperville, illinois, united states
Josh Duncan, Cfp®'s Location
Venice, Florida, United States, United States
Josh Duncan, Cfp®'s Contact Details

Josh Duncan, Cfp® work email

Josh Duncan, Cfp® personal email

Josh Duncan, Cfp® phone numbers

About Josh Duncan, Cfp®

How do you value your time with your family?Is it the most important aspect of your life? Is it the driving force behind your work?You’re probably nodding your head “yes”...that’s good.But here’s the big problem...You slave away at your career - thousands of hours per year - to give your family the life you think they deserve. But that comes at a price...your time.Outside of your health, your time is undoubtedly your most valuable asset. Yet you can’t seem to stretch it out enough to fit in time for the people you matter to most.It’s a work-life paradox many professionals like you run into. How do I focus on my career or business…spend quality time with my family…while having the financial freedom to enjoy a life of significance?Well, you have two options…1. Study for 2 years outside your current profession and become a certified financial planner so you can do the heavy lifting required to create the proper financial strategy for your family goals...college education, retirement, vacations, second homes, charitable giving, legacy planning, etc.Or2. Outsource your financial planning to my team that has served hundreds of professionals like yourself to achieve their definition of financial freedom. Allowing you to focus on what you do best...providing for the family you love.Here’s the process we use, that allows busy professionals and business owners to delegate their financial planning. We call it, the Financial Health Cycle…Together we will… - Define your vision - Assess your current state - Ensure you’re effectively implementing the right financial strategy - Leaving a legacy you can be proud ofThis process will allow you to confidently plan out the BIG parts of your family’s future like: college education, vacations, retirement, and many others.If you’re ready to shed the burden of your financial planning to a group of experts who will ensure your family is given the life you think they deserve...then simply leave me a note and let’s talk soon.

Josh Duncan, Cfp®'s Current Company Details
F5 Financial Planning

F5 Financial Planning

View
Helping Family-Oriented Executives & Business Owners Confidently Delegate Their Financial Management using our Proprietary Financial Health Cycle | Proven Financial Director
naperville, illinois, united states
Website:
f5fp.com
Employees:
3
Josh Duncan, Cfp® Work Experience Details
  • F5 Financial Planning
    Certified Financial Planner
    F5 Financial Planning Oct 2018 - Present
    Venice, Florida, United States
    F5 Financial is driven by values that guide and inspire us to serve clients with integrity and excellence. Our goal is to create harmony and balance between the Five Fs—Faith, Friends, Family, Fitness, and Finance. As a financial planner, my goal is to help clients find financial harmony in the most important aspects of their lives. As a fee-only firm, we don’t try and upsell additional products, collect commissions from your assets or recommend solutions that aren’t in your best interest. Our focus isn’t on fees, it’s on enhancing your financial wellbeing.
  • Edward Jones
    Financial Advisor
    Edward Jones Apr 2013 - Oct 2018
    Greater Atlanta Area
    Edward Jones is a leader in the financial-services industry and takes a personal approach to business. As a financial advisor, I worked with clients to build trust through expert advice and long-term relationships. I specialized in retirement planning, investment solutions, charitable giving, insurance and estate planning.
  • Neovia Logistics
    Plant Manager
    Neovia Logistics Feb 2011 - Apr 2013
    Greater Atlanta Area
    Neovia Logistics is a global leader in third-party logistics and operates in more than 20 countries around the world. For more than 30 years, Neovia has been solving complex logistics challenges for companies in the automotive, industrial, aerospace and technology sectors. As a plant manager, I created and managed a team of 40 employees and an annual budget of $2.5M.
  • Caterpillar Parts Department
    Client Solutions Manager
    Caterpillar Parts Department 2002 - Jan 2011
    Greater Atlanta Area
    Caterpillar Parts Department believes logistics can either make or break a company. Caterpillar Parts Department implements world-class logistics solutions and specializes in supply chain management, and processes and systems design for maximum business performance. I started my career as an inventory parts analyst. Throughout my career I held a variety of roles including record accuracy supervisor and 6 sigma black belt. As a client solutions consultant, I developed customized warehouse and operational solutions for automotive, oil and gas, and industrial clients. I worked with clients and subject matter experts to create cost models, implementation timelines and warehouse management systems.

Josh Duncan, Cfp® Skills

Process Improvement Six Sigma Supply Chain Leadership Operations Management Supply Chain Management Project Management Microsoft Office Business Process Project Planning Continuous Improvement Operational Excellence Start Ups Supply Chain Optimization Business Process Improvement Budgets Cross Functional Team Leadership Workshop Facilitation Wealth Management Financial Planning Part Time Cfo Services Estate Planning Financial Advisory Life Insurance Retirement Planning Asset Allocation Strategies Financial Assessment Portfolio Review College Education Planning Wealth Transfer Estate And Legacy Strategies Wealth Protection Strategies Financial Goals Wealth Strategies

Josh Duncan, Cfp® Education Details

Frequently Asked Questions about Josh Duncan, Cfp®

What company does Josh Duncan, Cfp® work for?

Josh Duncan, Cfp® works for F5 Financial Planning

What is Josh Duncan, Cfp®'s role at the current company?

Josh Duncan, Cfp®'s current role is Helping Family-Oriented Executives & Business Owners Confidently Delegate Their Financial Management using our Proprietary Financial Health Cycle | Proven Financial Director.

What is Josh Duncan, Cfp®'s email address?

Josh Duncan, Cfp®'s email address is jo****@****ail.com

What is Josh Duncan, Cfp®'s direct phone number?

Josh Duncan, Cfp®'s direct phone number is +177054*****

What schools did Josh Duncan, Cfp® attend?

Josh Duncan, Cfp® attended Boston University - Metropolitan College, Capella University, Eastern Illinois University.

What skills is Josh Duncan, Cfp® known for?

Josh Duncan, Cfp® has skills like Process Improvement, Six Sigma, Supply Chain, Leadership, Operations Management, Supply Chain Management, Project Management, Microsoft Office, Business Process, Project Planning, Continuous Improvement, Operational Excellence.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.