Joshua Donley, CLU, CFS, CFP®

Joshua Donley, CLU, CFS, CFP®

Mosaic Capital Management

Phone: 366-464-9966
Fax: 336-464-9977
E-mail:

Josh Donley is a CERTIFIED FINANCIAL PLANNER™ professional. He graduated Cum Laude from Elon University with a Bachelor of Science in Business Management and a Minor in Economics. Josh began practicing as an independent fee-based financial planner in 2002, and has obtained the following industry designations:

• CERTIFIED FINANCIAL PLANNER™
• Chartered Life Underwriter™
• Certified Fund Specialist

Josh specializes in comprehensive financial planning, investment management, and advanced social security strategies for high net worth individuals. He adds value and a holistic approach to planning by collaborating with specialists in various disciplines including, tax planning, estate planning and asset protection.

Josh frequently serves as a guest speaker at Universities, local non-profit organizations, and industry conferences on investment strategies and various financial planning topics. He has a passion for bettering the community through financial education.