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

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

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This Office

9145 Governors Way Ste B Cincinnati, OH 45249-2037 Phone: (513) 504-1803