Joshua Taffer, CEPA

Josh Taffer came to the financial services industry after first becoming an officer in the Navy. Still, his road to starting his own investment firm by the time he was 33 was hardly a straight line. Josh graduated from the United States Naval Academy in 2011. He was a Surface Warfare Officer in the Navy and also the Officer in Charge of a VBSS (Visit, Board, Search, and Seizure) team. Josh’s desire to follow in his father’s (and grandfather’s) footsteps toward corporate executive management was constantly at war with his innate sense of adventure and practical leadership skills. In the end, his desire to be the catalyst of positive change led him to a career as a financial professional. 

He channeled the same passion for hunting pirates into earning his health, life, annuity and long-term care insurance licenses, along with his Series 7 and Series 66 securities licenses. His motto became “dream bigger” as he listened to his clients' stories and found that the difference between success and failure was the ability to define what those words mean to his clients and their retirement. As a CEPA (Certified Exit Planning Advisor), he takes great pride in helping business owners understand and unlock the wealth in their business.

To Josh, success means keeping his clients on T.R.A.C.K™ to financial confidence and being a present husband to his wife, Anna, and father to his children Colt, Evie and Mia. Today, one of Josh’s most significant points of pride is that once he dares his clients to dream bigger, he is able to give them the tools and financial literacy they need to do just that.  

Email: info@jws.money | Website: www.journeywealthstrategies.com | Facebook: www.facebook.com/JourneyWealthStrategies