Josh Myer, CFP® at Edward Jones

About this Nominee

Helping families and highly motivated individuals navigate all aspects of their financial well-being is what I love doing. Relationships matter. Everything our office does is centered around having a deep understanding of what is most important to our clients. Empathy and curiosity will guide these conversations. We help clients create a holistic financial strategy that supports their financial goals, prepares them for the unexpected and helps build a legacy for future generations.

I joined Edward Jones in 2015 and hold a B.A. from Azusa Pacific University. I have also earned the CERTIFIED FINANCIAL PLANNER® certification. This advanced designation is awarded only after a rigorous program of study and qualification has been completed. As a holder of this advanced designation, I am committed to their code of ethics and agree to pursue continuing education.

Supporting clients in reaching their goals is truly a team effort, and I am grateful for our branch office administrator, Shauna Cox. Shauna excels at having an in-depth knowledge of the administration of all of our clients' unique financial situations so they can spend more time focused on who and what they love.