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portrait of Josh Wulkan
FINANCIAL ADVISOR

Josh Wulkan

1301 Solano Ave Suite 201, Albany, CA 94706opens in a new window
Accepting New Clients
CallSend Me a Message

About Josh

MY MISSION
I pride myself on being a people-focused listener and doing my best to explain everything in a clear, easy-to-understand and empowering way, regardless of your investment experience. My mission is to create partnerships with my clients for life, helping to define and ultimately reach financial goals.

DEEP FINANCIAL ROOTS
I’ve always loved numbers and statistics, ever since I was young collecting sports cards and calculating batting averages. At age 18, my parents asked me to start putting away a little money every month for retirement and my thought was, "Why do I need to start thinking about retirement, I'm only 18?"...

Focus Areas

  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Retirement Savings Strategies
  • Sustainable investing
  • Dentists
  • Teachers and Professors

Work History

  • Edward JonesFebruary 2019 to Current

Education

  • Rollins CollegeBachelors

Personal Interests

  • Sports Enthusiast
  • Music
  • Snorkeling
  • Cooking
  • Gardening

Team Members

  • Lennette LaRiza
    Branch Office Administrator
  • Tami Prince
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(510) 237-3495

Fax

(877) 498-5789

Office Address

1301 Solano Ave Suite 201
Albany, CA 94706opens in a new window

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