Josh Espinosa

Financial Planning Consultant

Josh joined The Starner Group from the Corporate Office of Raymond James in St. Petersburg, FL, where he spent three and a half years as an analyst evaluating mutual funds, money managers, and various investment products for the Asset Management Group.

In his current role, Josh supports many of The Starner Group's Financial Planning and Portfolio Management activities. Specifically, Josh's key responsibilities include portfolio analysis, preparation for client reviews, and mutual fund/investment research. Josh also synthesizes and organizes new client data used to design the financial plans.

Josh obtained his Bachelor's Degree in International Relations from the University of South Florida and a Double Masters in Business Management and International Business Administration from the University of Florida. He is a FINRA Registered Representative holding Series 7 and 66 licenses and is also a Level II candidate for the Chartered Financial Analyst (CFA) designation.