Financial Advisor
Getting to Know Josh
As a financial advisor at Armstrong Fleming, & Moore, Inc., Josh helps individuals and families with comprehensive financial planning, including investments, retirement, tax, and estate planning.
The importance of financial planning was instilled in Josh at a young age, and a passion soon developed, leading him to study it while at Virginia Tech. He pursued the CERTIFIED FINANCIAL PLANNER® certification education track and a second major in accounting and information systems. Since then, he has become an Enrolled Agent, which allows him to combine this tax knowledge with financial planning to pursue strategies in conjunction with your tax-preparer.
Josh is from Richmond, Virginia, but was drawn into the excitement that D.C. has to offer and the limitless dining options. Being this close to three international airports allows him to visit a new country each year and is always excited to both give and receive travel recommendations! Among his other hobbies are watching Formula 1 and supporting West Bromwich Albion in their long-awaited return to Premier League soccer.
Favorite book: How to Make a car by Adrian Newey
Favorite podcast: Stuff You Should Know
Favorite holiday: Thanksgiving. A holiday focused on spending time with the people that you love most!
Favorite travel destination: Rio de Janeiro – specifically at sunset watching the surfers on Aproador Beach.
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Josh Kaplan, CFP®, EA
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