Josh Duncan is a Certified Financial Planner. He grew up near Peoria Illinois and attended Eastern Illinois University where he earned a B.S. in computer science. He also holds an MBA from Capella University.
From 2002 to 2012, Josh operated in multiple roles at Caterpillar including inventory management, project management, Six Sigma, business development and operations management.
Josh’s interest in personal finance took off in 2008 with a focus on long-term investing and personal financial planning. He officially started his vocation in the financial industry in 2013 and quickly grew a successful business. Josh joined the F5 Financial team in October 2018.
Josh helps his clients develop and implement plans to enrich their lives today and create a brighter future. He’s passionate about helping people achieve their goals and live a life of freedom and significance.
Josh is based in Venice, FL, along the Gulf Coast. He also maintains an office in McDonough, GA.
He and his wife, Tammi spend much of their time with their three boys who have interests in band, drama, soccer and piano. Josh is also a foodie and enjoys experiencing the local restaurant scene. As a Christ-follower, he spends time deepening his faith and loving on his community.
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