Joshua W Tschirgi is a licensed registered representative, a fee based financial advisor and a CERTIFIED FINANCIAL PLANNERTM. He holds several industry licenses:
- Series 7 (General Securities Representative License)
- Series 66 (Securities agent and Iinvestment advisor)
- Life and Disability Licensing (allow for selling of insurance products and annuities)
Josh has been a financial professional for nearly four years. He started his career as a Financial Advisor Associate at Morgan Stanley in downtown Oregon office. Josh was responsible for the management of over $24,000,000 of investment assets for high net individuals and families. He graduated the three year Financial Advisor Associates program in the top 3% of the class.
During his time in the industry, he’s developed a reputation for building deep and meaningful relationships with his client base. He strives to work with engaged clients who are looking to him to provide insight and context as to the happenings in their financial lives. His passion for the business comes from financial modeling and planning engagements, and his favorite saying is that “Financial planning is a well-thought out and structured process, not a quick and easy product.” He’s excited to take his practice to the Somerset Family of Companies because he believes that he can leverage the infrastructure, platforms and access to a vast product universe to work as the best possible advocate for his clients.
Josh graduated from the University of Oregon in 2007 with a BS in Political Science. He was also a three year started and captain on the Oregon Duck football team. In his free time, Josh loves playing golf, reading on real estate and finance, as well as discussing Duck football among friends. He also speaks regularly to groups of high school student-athletes about the process of marketing their athletic talents to colleges.
Check the background of this investment professional on FINRA’s BrokerCheck.