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portrait of Joshua M Pucci
FINANCIAL ADVISOR

Joshua M Pucci

AAMS™, CKA®
3150 W Cary St, Richmond, VA 23221opens in a new window
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About Joshua

"Is it on sale, Mom?" One of my earliest lessons on money was that we did our shopping based on what was on sale. Another early lesson was that one tenth of my allowance (a nickel out of my two quarters) was to go into the Sunday School offering plate each week. What I really wanted was to be buying 50-cent packs of baseball cards, but instead I was learning about patience and priorities one nickel at a time.

Thankfully, my budget has increased a bit over my fifty cents a week, but the deeply rooted lesson still resonates – Live...

Focus Areas

  • Entrepreneurs & Business Owners
  • Manufacturing Professionals
  • Accountants
  • Business Retirement Plans
  • Values and Faith Based Investing
  • Charitable Giving

Work History

  • Edward JonesMarch 2020 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

  • CKA®

    Certified Kingdom Advisor®

Education

  • VA Commonwealth UniversityMasters
  • University of RichmondBachelor of Arts

Personal Interests

  • Spending Time with Family
  • Sustainability
  • Health & Nutrition
  • Gardening
  • Pets

Team Members

  • Schyler Pauley
    Branch Office Administrator

Upcoming Events

  • NOV8

    November 8 08:00AM 12:00PM

    Walk To End Alzheimer's

    Walk To End Alzheimer's

    Learn More

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 - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(804) 997-2851

Fax

(833) 278-7561

Office Address

3150 W Cary St
Richmond, VA 23221opens in a new window

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