Joshua Custer
Financial Planner
Orlando, FL
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Services Offered
Joshua Custer is a Financial Planner for the Private Wealth division of Ronald Blue Trust and primarily serves clients located in Orlando, Florida.
Joshua supports Phil Fox, Sr. Private Wealth Advisor, by helping analyze clients’ overall financial condition and develop customized recommendations designed to help them realize their financial and life goals. He evaluates a client’s estate, insurance, tax, investment, giving, retirement, trust, and cash flow considerations and brings them together to create a comprehensive plan tailored specifically to the client’s needs. Phil and Joshua are excited to be working to better serve the company’s growing client base in the Orlando area.
Joshua graduated with a Bachelor of Science in Finance from John Carroll University where he also played football. He began working for Ronald Blue Trust in 2018 as a Financial Planner.
Joshua is active in his local church and volunteers at Pregnancy Resource Center of Southwest Florida. He also serves on the Board of Directors for The Legacy Imperative Inc. In his spare time, Joshua loves to hunt, fish, and play golf.
Resources
We define the term “Christian Financial Advisor” to be someone who has received special training (such as that received in the Certified Kingdom Advisors (CKA®) Educational Program) in applying biblical principles to financial technical expertise. Because these financial principles come from both the Old and New Testaments of the Bible, a book whose timeless wisdom has been applied to business and financial matters for thousands of years, we refer to these principles as “Biblical Financial Principles,” and the advisors that have been trained in them as “Christian Financial Advisors.” Across the globe, people with different faiths, beliefs, and backgrounds use these principles in the management of their wealth.
Trust and investment management accounts and services offered by Ronald Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.