Joshua’s passion is solving the financial puzzles that unfold in clients’ lives. He excels at finding investment solutions that coordinate their financial resources with their dreams and plans.
He manages their investments with an eye to other important factors such as required minimum distributions, taxes, and ease of access to funds.
Waterstone clients realize financial calm in Joshua’s capable hands.
Joshua has a BS in Finance from SUNY at Fredonia.
Before forming this company with Kathy, he has been a business/financial analyst and planner since 1989 with American Express Financial Advisors, Sage Rutty and Company, and Citibank, NA.
More information about Josh’s background and career can be found on his LinkedIn profile, his Joshua DeJohn American Portfolios ADV (2021), and FINRA’s BrokerCheck site.