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Featured Business Financial Advisor in Clearwater, FL
Clearwater Financial Advisors
Sherpa Wealth Partners
2450 Sunset Point Rd, Suite C
Clearwater, FL 33765
(727) 474-9922
“Your Goals, Our Guidance”
Advisor Profile
Joshua Shulman, MBA, CFP®
Name:  Joshua Shulman, MBA, CFP®
Phone Number:  (727) 474-9922
Website:  Visit Website
Disclaimer
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. In a fee-based account clients pay a quarterly fee, based on the level of assets in the account, for the services of a financial advisor as part of an advisory relationship. In deciding to pay a fee rather than commissions, clients should understand that the fee may be higher than a commission alternative during periods of lower trading. Advisory fees are in addition to the internal expenses charged by mutual funds and other investment company securities. To the extent that clients intend to hold these securities, the internal expenses should be included when evaluating the costs of a fee-based account. Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm's Form ADV Part 2A as well as the client agreement

About Sherpa Wealth Partners

At Sherpa Wealth Partners, our advisor's focus is always on you and your personal journey.

"Your Goals, Our Guidance" is at the core of everything we do.

Our hope is that we can work together to create a lasting and trusting relationship where we can truly partner to create a plan that fits you.

As your financial advisor our expectation is to help you create a living, breathing plan that is easy to understand, easy to implement, and all the while helps us navigate life's critical financial events.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC.
 

General Information

CRD#:    3154451
Insurance License#:    D026609
Name of Broker/Dealer:    Raymond James Financial Services
States Licensed in:    Al, az, ca, co, ct, fl, ga, il, in, md, mn, nv, ny, nc, oh, or, pa, tn, va
States Willing to do Business in:   
Years of Experience in Financial Services:    19
Number of Years with Current Firm:    1
Work Experience:    2016 - Present: Partner, Sherpa Wealth Partners / Financial Advisor, RJFS
2005 - 2016: Vice President-Investments, Wells Fargo Advisors
2000 - 2005: Associate Vice President-Investments, Banc of America Investment Services
1998 - 2000: Associate Financial Advisor, Raymond James & Associates
I work with the following types of clients:    Individual Investors, Businesses
 

Services

Investment Types:    Mutual Funds, Annuities, Stocks, Bonds, Options & Futures, Exchange Traded Funds (ETFs), Alternative Investments, Insurance
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant
Securities Licenses:    Series 10, Series 9, Series 7, Series 66
Insurance and Annuity Licenses:    Disability, Life, Variable Life, Long Term Care, Variable Annuity, Health
Financial Organization Memberships:    Financial Planning Association (FPA)
Non-Financial Organization Memberships:    Leadership St. Pete Alumni Association
Suncoast Tiger Bay
 

Compliance

Registered Representative:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

Fee Structure:    I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:    $0
Compensation Methods:    Based on Assets, Hourly, Flat Fee
Fee % Based on Assets:    1%
Hourly Rate:    $250
Minimum Fee Charged for Managed Accounts:    $500
Minimum Fee Charged for Hourly Planning Accounts:    $250
 
 
 
Prepared By: Joshua Shulman, MBA, CFP®

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