• Joshua Shulman, MBA, CFP®, CSRIC™

    Financial Advisor, RJFS


Background and Experience:

For nearly two decades Josh has been working to help his family of clients achieve their personal financial goals.

He earned his undergraduate degree at the University of Pittsburgh and his MBA from the University of Florida. Early in his career he observed families growing through major life transitions and saw their need for specialized guidance and expertise.

It was his desire to help these people understand and navigate their options that lead to the development of his practice and his areas of specialization.

In the Community:

In the Community:

Away from the office, Josh stays active in local government and the business community:

  • Graduate Leadership St. Pete
  • Leadership St. Pete Alumni Association Board (president 2014 – 2016)
  • St. Petersburg Area Chamber of Commerce Board of Directors (2014 – 2016)
  • City of St. Petersburg International Relations Committee (chair 2014 & 2015)
  • Pinellas County Charter Review Commission
  • Pinellas Suncoast Transit Authority Board Member
  • Five Points Neighbors Association - President
  • Holiday Park Neighborhood Association Board
  • Albert Whitted Airport Preservation Society
  • Florida Aquarium

On the Personal Side:

Born in El Paso, TX, he grew up mostly in northern NJ until the 4th grade which brought him to a suburb of Philadelphia. He lives in St. Petersburg, FL with his wife, Jennifer, son Jacob, dogs Dunkin and Penny.

Josh is both a professional scuba diver (having spent 9 years as a DiveMaster at the Florida Aquarium) and a private pilot. In his free time, he enjoys working on his Honey-Do list and helping his son experience wonders of the world around him.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.