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Joshua G
CFP®, Series 66
Columbus, OH
Milestones Financial
Joshua Gallogly is a CFP®-certified financial advisor with five years of industry experience, currently operating as the sole advisor at Milestones Financial in Columbus, Ohio. His prior experience includes roles at Practical Financial Planning and First Heartland Capital Inc., as well as eight years at OSU Wexner Medical Center. Outside the financial industry, he is a small rental-property owner. Milestones Financial offers financial planning and investment recommendations to individuals and families through project-based written plans and hourly advising. The firm participates in a VA-sponsored counseling program for military beneficiaries and focuses on data-driven, asset-class-based advice without providing ongoing portfolio management or trading services.
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