Josh Goulding, CFP<sup>&reg;</sup> - Financial Advisor

Josh Goulding, CFP®

CFA

320 King St., Suite 10B
Alexandria, 22314
FINANCIAL ADVISOR'S WEBSITE
(703) 566-9573 CONNECT WITH Josh
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General

Josh Goulding is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Alexandria, and the surrounding communities.

Financial Advisor Overview

4J Wealth Management was founded on the principle that the whole is greater than the sum of its parts. We have continuously found that a team approach offers clients a collaborative solution rooted in understanding their goals and concerns. As a result of investing time upfront listening to what our clients want their money to buy for them, clients feel that each member of the team is connected with their financial well-being and success.

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Financial Advisor Experience

The individuals on our team have combined experience of more than 68 years. We have earned some of the most rigorous designations the industry offers (CFA® designation, CFP™ designation and ChFC). The years it took to earn these designations demonstrates a commitment to the highest ethical standards and to mastering complex financial planning and investment management practices.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

Purshe Kaplan Sterling Investments
FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Investment Management, Government & Military, Retirement, Starting a Family

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Helpful Financial Planning Resources