Josh Hubman, CFP®
Director of Financial Modeling
Josh Hubman joined Virtus Wealth Management in September 2014 in the role of Wealth Management Assistant. Josh has a Bachelor of Science in Finance and Bachelor of Science in Sport Management from the State University of New York College at Brockport. He started his career as a Financial Advisor with AXA Advisors, LLC in 2012 (license currently held with LPL Financial).
After obtaining the CERTIFIED FINANCIAL PLANNER™ certification in 2017, Josh has moved into our Director of Financial Modeling position as of April 2018. Josh’s detailed focus and ability to communicate with people made this a perfect role for him. He will support all the advisors in the planning process and work with clients on potential solutions for their financial future as part of our Connect Wealth Process.
He provides assistance in customer service, portfolio analysis, as well as being our main point of contact and specialist for the Virtus Vault, our online financial tool for clients.
Josh is an active member in the Grapevine community, where he lives, volunteering for the town’s festivals.
Josh holds the Series 7 and 63 registrations with LPL Financial and is a licensed general lines insurance agent.