Meet Your Dedicated Financial Advisor of GWN Securities, Inc.

Welcome to Green Valley Wealth Management! I'm Josh Gullo, and I'm proud to call Green Valley, Nevada, my home. Born and raised in Las Vegas, specifically growing up in the charming town of Boulder City, I've always had a deep affection for the serene beauty and vibrant community of Green Valley, where I now reside.

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With seasoned knowledge in the financial industry, parlayed with a BSBA in Economics from the University of Nevada, Las Vegas (UNLV), and the CERTIFIED FINANCIAL PLANNER™ designation, I am deeply passionate about utilizing my experience to benefit my clients' financial futures.

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The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of CFP Board, including having successfully completed financial planning coursework at an accredited college or university and passed the 6-hour comprehensive CFP® certification exam. The exam covers the following areas: Professional Conduct and Regulations, General Principles of Financial Planning, Risk Management and Insurance Planning, Investment Planning, Tax Planning, Retirement Savings and Income Planning, Estate Planning and Psychology of Financial Planning.

 

CFP® professionals commit to CFP Board to act as a fiduciary, which means acting in the best interests of the client at all times when providing financial advice. They also commit to upholding CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.

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At Green Valley Wealth Management, the mission is to provide you with extensive financial guidance that empowers you to make informed decisions about your future. Whether you're planning for retirement, saving for your children's education, or safeguarding your assets for posterity, I'm here to help you every step of the way.

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It's never too early or too late to plan your finances. Whether you're just starting out with your first account or have amassed an eight-figure net worth, you can be confident that I will help guide you to reach your financial goals. With a suite of specialized resources tailored for high-net-worth individuals, I am equipped to address all kinds of financial situations and help ensure your wealth is managed effectively for generations to come.

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When you partner with Green Valley Wealth Management, you can expect attentive service, clear communication, and unwavering support. Your financial well-being is my top priority, and I'm committed to helping you achieve confidence with your financial future. 

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I invite you to explore our services and discover how Green Valley Wealth Management can help you reach your financial goals. Together, let's build a brighter future for you and your loved ones.