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Joshua S

CFP®, Series 65

Loretto, MN

YFP Wealth

Joshua Stewart is a CFP® and Series 65-licensed advisor at YFP Wealth with one year of industry experience. He previously worked at SilverOak Wealth Management, LLC for four years and has additional experience outside the financial industry. YFP Wealth serves individuals, families, and small-business plan sponsors, offering comprehensive financial planning, investment management, and retirement plan consulting. The firm emphasizes passive investment management with written policy statements and integrates life-planning processes into its services, along with client education through podcasts, seminars, and community-focused outreach.

Debt management Retirement withdrawal strategies Social Security optimization General estate planning guidance Cash flow / budgeting Pharmacist Mid-Career Professionals
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