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Joshua V

CFP®, Series 63

Marion, IA

Farther

Joshua Volgarino is a CFP® with 13 years of experience in financial advising. He is currently with Farther and has previously worked at Carson Wealth and Northwestern Mutual. Outside of his advisory role, he owns and manages rental properties through his business, Volgarino Rental LLC. Farther provides discretionary investment management and advisory services mainly to individual investors, trusts, and estates, utilizing a platform that combines algorithmic rebalancing and AI tools alongside advisor judgment. The firm’s investment approach is based on Modern Portfolio Theory and focuses on ETFs, mutual funds, individual equities, and fixed income.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
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