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Joshua Cain, Financial Advisor

FINANCIAL ADVISOR
Joshua A Cain

CFP®, CEPA®
17730 N Macarthur Blvd C, Edmond, OK 73012opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Portfolio Reviews
  • Retirement Savings Strategies

About Joshua

Hi, my name is Josh. Before I became a financial advisor, I spent 15 years on the other side of the desk as a client. This experience gave me a valuable perspective for how I care for people. I began investing at a young age, even before attending college. Over time, I gained an appreciation for the dynamics of investing and for what proper wealth strategies look like. Having grown up in a small town and having served in the Marine Corps, I combine a genuine care for people with hard work and discipline to provide a relationship-based professional approach...

Work History

  • Edward JonesNovember 2017 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CEPA®

    Certified Exit Planning Advisor®

Education

  • University of OklahomaBachelors

Personal Interests

  • Spending Time with Family
  • Reading
  • Camping
  • Volunteering
  • Active Lifestyle

Team Members

  • Carlene Smith
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Phone

(405) 330-5881

Fax

(877) 249-2792

Office Address

17730 N Macarthur Blvd C
Edmond, OK 73012opens in a new window

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