JOSHUA DUVALL, CFP®, CTC
Owner/Financial Advisor at
Duvall Wealth & Tax Planning
Years of Experience
15 years
Number of Clients
80
Average Client Size
$500,000
Member Since
2026
Allow Me to Introduce Myself
One thing I want my clients to know about me is...
Your financial life doesn't have to be complicated or overwhelming. Our goal, is to help you integrate planning, investments and taxes into one cohesive strategy, that you can actually implement to build wealth over time.
Clientele
While we strive to work with anyone who wants to achieve their financial goals, our core clients typically meet the following criteria: they have enough income to justify our monthly fee, they are very focused on collaboration of their financial, investment and tax plans, and they desire a long-term relationship with an advisor they trust. If that sounds like you, please feel free to book an introductory meeting.
Services Provided
Advice-Only Financial Planning
Financial Planning
Investment Management
Tax Planning
Specialties and Expertise
Credentials and Designations
Certified Financial Planner™
Click to learn more
Pricing Models
Education
Ohio State University
Executive Certificate in Financial Planning
Obtained in 2014
Drake University
BSBA Management: Finance & Marketing
Obtained in 2008
Previous Work Experience
Duvall Wealth & Tax Planning
Owner/Advisor
2017 - Present
Cordasco Financial Network
Advisor
2015 - 2017
Capital Financial Services
Advisor
2013 - 2015
LPL Financial
Advisor
2012 - 2013
NYLIFE Securities
Registered Representative
2010 - 2012
Advisor Links
Disclosures and Proof of License
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