Joshua Shaver, CFP®, ChFC®
Financial Life Plans for today with a clear vision for tomorrow.
Joshua Shaver is a Managing Director and Financial Advisor at Diamond State Financial Group. He graduated Magna Cum Laude from the University of Delaware with a Bachelor of Science degree in Business Administration with a concentration in Finance. Josh holds his Series 7, Series 66 registrations and as well as his Life, Health and Ethics Insurance licenses. He has also earned his CERTIFIED FINANCIAL PLANNER™ certification and Chartered Financial Consultant (ChFC ®) designations. As a Managing Director, he trains and mentors advisors in the early stages of their career. Josh is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc.
At the University of Delaware, Josh was involved with the Financial Managers Association, as well as a part of its Honor Society. Since joining Diamond State Financial Group in 2007, Josh has worked primarily with engineers, young professionals and families, and clients nearing retirement, helping them secure their financial future. He has also obtained a Certificate in Financial Planning from the University of Delaware's Professional and Continuing Studies.
Josh has been recognized as Securian’s Silver Field Director of the Year in 2012 and 2013, Securian’s Diamond Field Director of the Year in 2014, and Securian’s Gold Field Director of the Year in 2015 for unit leadership and commitment to excellence.
Josh is an active member of the New Castle County Chamber of Commerce, its Young Professionals Network, and is active in his community. In his spare time, he enjoys participating in charitable organizations, having volunteered at the Ronald McDonald House of Delaware and MS Societys Bike to the Bay, among others. A native Delawarean, Josh now resides in Newark with his wife Jessica, son Henry, American Bulldog Samson, and Jack Russell Ellie. His hobbies include sports, wine and craft beer, his dogs, and anything involving friends and family; especially food!
Awards and club membership are based primarily on commissions, premiums, or fees generated from investment and insurance products and other criteria relative to leadership, achievement, and recruiting. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation.