Josh Murray, Cfp®

Josh Murray, Cfp® Email and Phone Number

Partner & CERTIFIED FINANCIAL PLANNER™ Practitioner at Tupler Financial @ Tupler Financial
Warren, NJ, US
Josh Murray, Cfp®'s Location
Warren, New Jersey, United States, United States
Josh Murray, Cfp®'s Contact Details

Josh Murray, Cfp® work email

Josh Murray, Cfp® personal email

About Josh Murray, Cfp®

I specialize in serving the financial needs of busy professionals, from executives in the pharmaceutical industry to entrepreneurs serving pharma. We have a deep understanding of the complexities that come along with your finances including stock options, restricted stock units, performance shares, benefit options, 401(k)s, deferred compensation and more. Our knowledge of your situation helps us to deliver the right solutions to help maximize your finances.I’m a CERTIFIED FINANCIAL PLANNER™ professional, which is a commitment to rigorous ethical standards, ongoing training and an obligation to make recommendations that are in clients' best interest. On a personal note, my wife Jen and I, along with our kids, Molly and Cooper, put down roots in Madison, New Jersey. I love going to the park with Molly and Cooper whenever I can, cheering on the New York Giants and I'm an avid runner and cyclist.I invite you to take some time to learn more about me and the team at Tupler Financial. Then, contact us at 908.203.8811 to explore how we can help you plan for life.

Josh Murray, Cfp®'s Current Company Details
Tupler Financial

Tupler Financial

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Partner & CERTIFIED FINANCIAL PLANNER™ Practitioner at Tupler Financial
Warren, NJ, US
Website:
tuplerfinancial.com
Employees:
9
Josh Murray, Cfp® Work Experience Details
  • Tupler Financial
    Tupler Financial
    Warren, Nj, Us
    View
  • Tupler Financial
    Equity Partner
    Tupler Financial Jan 2023 - Present
    Warren, New Jersey, Us
    Tupler Financial specializes in serving the financial needs of busy professionals, from executives in the pharmaceutical industry to entrepreneurs serving pharma. We have a deep understanding of the complexities that come along with your finances including stock options, restricted stock units, performance shares, benefit options, 401ks, deferred compensation, and more. Our knowledge of your situation helps us to deliver the right solutions to help maximize your finances.Securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services offered by Tupler Financial, Inc.The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations.Tupler Financial, Inc.674 Route 202/206 Building 4, Suite 8Bridgewater, NJ 08807Please review our Terms of Use here: www.commonwealth.com/termsofuse.html
    View
  • Tupler Financial
    Non-Equity Partner
    Tupler Financial Jan 2020 - Dec 2022
    Warren, New Jersey, Us
    View
  • Tupler Financial
    Financial Planner
    Tupler Financial Nov 2015 - Dec 2019
    Warren, New Jersey, Us
    View
  • Eo New Jersey
    Member
    Eo New Jersey 2018 - Present
    View
  • Gfi Group, A Division Of Bgc Partners, Inc.
    Credit Broker
    Gfi Group, A Division Of Bgc Partners, Inc. Dec 2014 - Nov 2015
    New York, Ny, Us
    Facilitated trading of high yield and distressed corporate bonds, bank loans and credit derivatives
    View
  • Law Office Of James T. Elliott
    Financial Analyst
    Law Office Of James T. Elliott Aug 2014 - Nov 2014
    Focused on tax and planning issues for high net worth clients
  • Bonds.Com
    Credit Broker
    Bonds.Com May 2013 - Oct 2013
    Facilitated electronic trading of high yield corporate bonds
  • Icap
    Credit Broker
    Icap Oct 2006 - Sep 2012
    London, Gb
    Facilitated trading of high yield, investment grade and distressed corporate bonds and credit derivatives
    View

Josh Murray, Cfp® Skills

Mutual Funds Etfs Fixed Income Series 7 Series 63 High Yield Bonds Cfa Level Ii Candidate Distressed Debt Relationship Management Credit Derivatives Emerging Markets Securities Electronic Trading Cds Cdx Financial Planning Personal Financial Planning Certified Financial Planner Holistic Financial Planning Financial Life Planning

Josh Murray, Cfp® Education Details

  • Quinnipiac University
    Quinnipiac University
    Marketing
  • College For Financial Planning
    College For Financial Planning
    Financial Planning

Frequently Asked Questions about Josh Murray, Cfp®

What company does Josh Murray, Cfp® work for?

Josh Murray, Cfp® works for Tupler Financial

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

Josh Murray, Cfp®'s current role is Partner & CERTIFIED FINANCIAL PLANNER™ Practitioner at Tupler Financial.

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

Josh Murray, Cfp®'s email address is mu****@****ail.com

What schools did Josh Murray, Cfp® attend?

Josh Murray, Cfp® attended Quinnipiac University, College For Financial Planning.

What are some of Josh Murray, Cfp®'s interests?

Josh Murray, Cfp® has interest in Cfa Level Ii Candidate.

What skills is Josh Murray, Cfp® known for?

Josh Murray, Cfp® has skills like Mutual Funds, Etfs, Fixed Income, Series 7, Series 63, High Yield Bonds, Cfa Level Ii Candidate, Distressed Debt, Relationship Management, Credit Derivatives, Emerging Markets, Securities.

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