Josh Rose, AIF®
Wealth Advisor
Josh is a former Partner at Oak Square Advisors and joined Advus in 2022. Prior to the founding of Oak Square, Josh was contracted as an advisor to the BENCOR Special Pay Plan for multiple school districts and state colleges across Florida. His role entailed providing advice and assisting clients in, or nearing retirement with the creation of their financial plans using their assets held in the IRA, 403(b), 401(k), 401(a), Roth IRA, and 457(b) tax codes.
Originally from Southwest Florida, Josh was a highly talented athlete and was drafted out of high school by Major League Baseball’s Minnesota Twins. Deciding to put his education first, Josh attended Lee University where he obtained his Bachelor’s Degree. He focused his studies on business administration and finance. He later pursued his professional baseball career; however, injuries forced his life in a different direction. Concentrating on financial planning, Josh brings that same work ethic, focus and passion that he had for baseball to helping his clients on a daily basis.
Joshua currently resides in the Lake Mary area with his wife Sage and their son Jaxon.