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Our financial advice team


Joshua Sokol

Joshua Sokol

CFP®, APMA®

Financial Advisor

Skyeburst Wealth Management
5
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 30 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Cash Flow Management Strategies
  • Family Finances
  • Saving for Education
  • Tax Planning Strategies
  • Insurance

Interests

  • Spending time with friends & family
  • Basketball, Football, Baseball
  • Traveling
  • Trying new beers & wines

Qualifications

  • Series 7 License: General Securities Representative
  • Series 66 License: Uniform Combined State Law
  • Life, Accident & Health Insurance Producers License
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • B.S. Business Administration, The University of New Hampshire, 2014

Community participation

  • The Genesis Foundation for Children (Brand Ambassador)
  • Cradles for Crayons
  • The Greater Boston Food Bank
  • Rosie's Place