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Joshua G

CFP®, Series 66

Henderson, NV

GWN Securities Inc.

Joshua Gullo is a CFP® professional with nine years of industry experience, currently affiliated with GWN Securities Inc. He previously worked at Equitable Advisors and Axa Advisors, and has served as co-trustee for his father's estate trust since 2017. GWN Securities is an SEC-registered investment adviser and broker-dealer that offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios for individual and business clients. The firm supports a large network of advisors and employs a range of investment programs, including legacy market-timing and momentum-based strategies.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Retirement withdrawal strategies Founder/Business Owner
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