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Josh Roberts, CFP®

Josh Roberts, CFP®

Plan Manager - Paraplanning Services

Josh’s financial services career launched in 2016 where he served as a financial planner prior to joining LPL Financial in 2022. Josh received his Bachelor of Finance from the University of Appalachian State, and he currently holds the CFP® designation. Josh is an LPL employee and is part of the Virtual Para-planning Solutions team, where he partners with advisors to deliver back-office planning support by providing detailed data analysis and comprehensive planning strategies to assist clients in reaching their financial goals. LPL’s Paraplanning Solutions group is not affiliated with James Mrdjenovich.