Joshua was born in Voorhees, New Jersey and grew up an active member of his community. His interest in the financial markets led him to the University of Connecticut where he graduated with a degree in economics and a minor in business administration. After college, Joshua knew he was destined to start a financial planning practice.
In 2006 Joshua started Feller Financial Services in Boca Raton, Florida, with the goal of helping investors understand the impact of their financial decisions. The business is built around prioritizing “old school” customer service mentality while using cutting edge financial technology to provide clear and concise advice whether assisting households or businesses in their decision making.
Joshua has received his Chartered Financial Consultant® (ChFC®) designation, the highest standard of knowledge and trust in financial planning. As well, Joshua serves on Cetera Advisor Network’s Advisory Board and is a qualifying member of both the Circle of Excellence* and Million Dollar Round Table’s Top of the Table**.
Joshua and his wife Esmeralda are proud parents of daughter, Isabella. On his free time, you can find Joshua playing golf, spending time with his family and advocating for financial education in the community and local colleges.
*The Cetera Financial Group's Circle of Excellence recognition is not a guarantee of future investment success and should not be construed as an endorsement of the advisor by any client.
**The Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must also adhere to the MDRT Code of Ethics. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the financial professional by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award. Top of the table is a level of membership.
The Circle of Excellence recognition for 2023 is an elite distinction that recognizes all the hard work we have done to provide our clients with trustworthy guidance, run a practice with integrity, and pursue excellence in our field.
