Joshua Styrcula (CFP®, CIMA®)
Joshua Styrcula focuses in the
following client markets or areas of practice:
- Alternative or Private Investments
- Business Owners
- Charitable Giving
- Corporate Executives
- Entrepreneurs
- Estate & Generational Planning Issues
- Alternative or Private Investments
- Business Owners
- Charitable Giving
- Corporate Executives
- Entrepreneurs
- Estate & Generational Planning Issues
Planning Specialties
Josh is a Partner at AdvicePeriod. He focuses on improving clients’ lives by providing strategic, innovative and holistic advice. For over a decade, Josh has combined technology and sincere passion to deliver an unmatched client experience.
Additional Information
Josh served in the Ohio Army National Guard for 9 years. He was deployed overseas twice and provided relief during Hurricane Katrina. While serving, he graduated from Wright State University where he majored in financial services. He is a CFP® professional and a CIMA® designee. Josh lives with his wife and three sons in Mason, Ohio where he is an active member of the community. In 2012, he co-founded Young Professionals at Austin Landing, a nonprofit organization dedicated to advancing young professionals. He was recognized as one of Dayton’s Top 40 under 40 in 2013.
NAPFA Start Date
March 17, 2017