Broker Check
Josh Szyman, CFP®

Josh Szyman, CFP®

Josh is a Wisconsin native who first moved to Arizona in 2010.  Josh has a predisposition to working with people, business, and math. Before entering this field, Josh worked in insurance helping adjusters gather the information needed to process claims.

In 2014, Josh joined the firm as an intern. He proved himself a great addition to the team and was hired in the summer of 2015. Since then, Josh has enjoyed getting to work with clients in Northern Arizona as well as all over the U.S. Josh is particularly passionate about researching the best investments for his clients. He believes every client should feel comfortable in with their investment strategies. Josh recently passed the Certified Financial Planning exam and is now a CFP® .

He is a Summa Cum Laude graduate of Northern Arizona University and holds B.S. in Business Administration, Finance and Certificate in Investments.  He holds his Series 7 and 66 and maintains both Life and Variable insurance licenses. 

Josh and his wife Andie live in Flagstaff with their two dogs. In is free time, Josh enjoys playing and watching soccer, reading, running, hiking Flagstaff’s beautiful mountains, camping and traveling.  He currently serves on the board of Redemption Counseling Center, a non-profit offering discounted counseling services to those in need.