Joshua Shaver, CFP®, ChFC®, RICP
Financial Life Plans for today with a clear vision for tomorrow.
Joshua Shaver is a Senior Partner and Wealth Manager at Diamond State Financial Group. He graduated Magna Cum Laude from the Lerner College of Business and Economics at University of Delaware with a Bachelor of Science degree in Finance. Josh holds his Series 7, Series 66, and Series 24 registrations, 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. 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 young professionals, business owners, and clients nearing retirement, helping them secure their financial future. As a Managing Director, he trains and mentors advisors in the early stages of their career. His favorite part about his role is his ability to be an educator and resource – whether it be to clients, advisors at the firm, or other partners in business.
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 2016, 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, MS Society’s Bike to the Bay, and the Nemours Fund for Children’s Health at Nemours/AI duPont Hospital for Children. A native Delawarean, Josh now resides in Newark with his wife Jessica, sons Henry and Bennett, American Bulldog Samson, and Jack Russell Ellie. His hobbies include time with his wife and boys, Philadelphia sports, wine and craft beer, time at the beach on the pontoon boat, and enjoying good food with friends.
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.