Josh Ervasti

Josh Ervasti Email and Phone Number

Partner/Financial Adviser | Guiding Veterinarians on Their Financial Journey @ R2 Financial Strategies
About Josh Ervasti

Welcome to my LinkedIn profile! I'm Josh Ervasti, a dedicated Financial Advisor with over two decades of experience in the financial industry. I'm here to share a bit about myself and the comprehensive range of financial services I offer to veterinarians like you.**About Me:**✅ **Experience:** With more than 20 years in the financial industry, I bring a wealth of knowledge and specialization to the table. My career has been dedicated to helping clients pursue their financial goals.🐶 **Veterinary Focus:** I have a passion for working with veterinarians, and I provide a comprehensive suite of financial services designed to support your unique needs. From insurance and financial planning to business consulting, I'm here to guide you at every career stage.👨‍👩‍👦‍👦 **Personal Side:** I live in West Des Moines with my wife, Chrissy, our sons, James and John, and our mini-Ausidoodle rescues, Jack and Java. In my personal time, I enjoy serving my local community through my involvement with my sons’ Scouting groups and as an active member of Lutheran Church of Hope. I also stay active with F3 Des Moines and participating in off road obstacle races such as the Gladiator Assault Challenge and the Wild Boar Challenge.💲 **Financial Guidance:** My mission is to help you secure your financial future, no matter where you are on your journey. Let's work together to create a brighter financial path for you and your future, one paw at a time!**Services:**🏠 **Insurance Planning**🌟 **Investment Planning**🏦 **Wealth Management**🏖️ **Retirement Planning**📊 **Portfolio Optimization**🏢 **Business Planning and Consulting for Practice Owners**🏥 **Personalized Financial Services for Veterinarians** Connect with me for financial insights, veterinary-specific experience, and opportunities to enhance your financial well-being. Together, we'll pave the way for a more secure financial future, one step at a time.Advisory services offered through Commonwealth Financial Network®, a Registered Investment Adviser. This communication is strictly intended for individuals residing in the United States. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.

Josh Ervasti's Current Company Details
R2 Financial Strategies

R2 Financial Strategies

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Partner/Financial Adviser | Guiding Veterinarians on Their Financial Journey
Josh Ervasti Work Experience Details
  • R2 Financial Strategies
    Partner
    R2 Financial Strategies Feb 2022 - Present
    West Des Moines, Iowa, United States
  • R2 Financial Strategies
    Financial Advisor
    R2 Financial Strategies Jan 2019 - Present
  • Avma Life
    Authorized Representative
    Avma Life Jan 2017 - Present
    West Des Moines, Iowa, United States
  • Eagle Strategies, Llc (New York Life Company)
    Financial Advisor*
    Eagle Strategies, Llc (New York Life Company) Apr 2019 - Feb 2022
  • 323 Financial Solutions
    Owner, Financial Advisor
    323 Financial Solutions Mar 2016 - Feb 2022
    West Des Moines, Ia
  • New York Life Insurance Company
    Agent
    New York Life Insurance Company Dec 2014 - Feb 2022
  • New York Life Insurance Company
    Partner
    New York Life Insurance Company Mar 2013 - Dec 2014
    West Des Moines, Ia
  • New York Life Insurance Company
    Agent, New York Life Insurance Company And Registered Representative Nylife Securities, Llc
    New York Life Insurance Company May 2010 - Mar 2013
    West Des Moines, Ia
  • Nylife Securities Llc
    Registered Representative
    Nylife Securities Llc May 2010 - Feb 2022
  • Maddy Cunningham'S Classic Volleyball Tournament Benefiting Children'S Cancer Connection
    Tournament Director
    Maddy Cunningham'S Classic Volleyball Tournament Benefiting Children'S Cancer Connection 2007 - Aug 2021
  • Stew Hansen Dodge City Chrysler Jeep
    Finance Manager
    Stew Hansen Dodge City Chrysler Jeep Mar 2009 - May 2010
    Urbandale, Ia
  • Stew Hansen Chrysler Dodge Jeep
    Internet Sales Manager
    Stew Hansen Chrysler Dodge Jeep Jan 2006 - Mar 2009
    Indianola, Ia
  • Unicare Life And Health Insurance Company
    Senior Sales Rep
    Unicare Life And Health Insurance Company Apr 2005 - Jan 2006
    Iowa
  • Financial Security Group Of Az
    General Manager
    Financial Security Group Of Az Dec 2000 - Dec 2003
  • Liberty Estate Management, Inc.
    Business Owner
    Liberty Estate Management, Inc. Dec 1997 - Dec 2000

Josh Ervasti Skills

Retirement Planning Strategic Planning Investments Small Business 401 Rollovers Financial Services Business Succession Planning Buy Sell Agreements Key Person Protection Business Exit Strategy Asset Protection Lifetime Income Strategies Life Insurance Strategies Supplements To Employee Benefits

Josh Ervasti Education Details

  • Drake University
    Drake University
    Corporate Finance
  • Eden Prairie High School
    Eden Prairie High School

Frequently Asked Questions about Josh Ervasti

What company does Josh Ervasti work for?

Josh Ervasti works for R2 Financial Strategies

What is Josh Ervasti's role at the current company?

Josh Ervasti's current role is Partner/Financial Adviser | Guiding Veterinarians on Their Financial Journey.

What is Josh Ervasti's email address?

Josh Ervasti's email address is jr****@****ife.com

What is Josh Ervasti's direct phone number?

Josh Ervasti's direct phone number is +151533*****

What schools did Josh Ervasti attend?

Josh Ervasti attended Drake University, Eden Prairie High School.

What are some of Josh Ervasti's interests?

Josh Ervasti has interest in Children.

What skills is Josh Ervasti known for?

Josh Ervasti has skills like Retirement Planning, Strategic Planning, Investments, Small Business, 401 Rollovers, Financial Services, Business Succession Planning, Buy Sell Agreements, Key Person Protection, Business Exit Strategy, Asset Protection, Lifetime Income Strategies.

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