Joshia Grasso, the Certified Great Adviser (CSA), has nearly two decades of expertise in the financial services industry.
He is vice president and chief investment consultant in Asc Financial Group, and focuses on pension planning, social security strategies, and income diversification. Yoshia is committed to helping individuals and families to achieve financial stability through custom solutions that reduce risks and ensure sustainable income.
After obtaining a participant in applied science (AAS) in Business Administration from Northhampton Community College, Joshia began his career at PNC Bank. In 2007, he joined Asc Financial Group, where he built a reputation for experience and dedication. His certificates include an investment license from series 65, the appointment of a senior accredited advisor, and the certificate of national social security.
Joshia Graoso A passion for financial education and regular workshops and seminars to provide customers with the tools they need to make informed financial decisions. Outside his professional work, he actively participates in his community, as he volunteers in the refuge of the Citrodsburg Weslien Church during the winter months.
Joshia lives in Bartonville, Pennsylvania, and is estimated with his wife, Sarah, and their four children. It has diving, skiing and other external activities. It is guided by the principles of integrity and clarity, Joshia’s profession reflects his dedication to building targeted relationships and helping others achieve financial confidence.
What inspired you to practice a profession in financial services?
Ilhami came from my father, who moved from an insurance seller to the Asc Financial group. I grew up, I saw it helping families to move in complex financial decisions and build safe safe contracts. We were supposed to see the impact of his work on people’s lives. After I witnessed the 2008 financial collapse, I knew that I wanted to play a role in helping individuals to protect their savings and achieve peace of mind, even during unconfirmed times. This profession was felt as a perfect mix of living and making a change.
How did your role develop in the ASC Financial Group over the years?
Since joining Asc Financial Group in 2007 as a young consultant to learn, he has evolved dramatically over the years. Starting with the focus on developing my skills and building customer relationships, I gradually moved to leadership positions and now work as a vice president and an investment chief adviser. In this role, I manage the client’s governor, new consultants, and play an integral role in shaping the company’s strategic vision. Along the way, I have expanded my arrival by becoming a distinguished expert in Wealth Wealth after work, which broadcasts on five stations, driving workshops and educational classes on financial planning. These opportunities allowed me to preserve the first customer philosophy, direct individuals towards financial success, and contribute to a useful way to the company’s growth and task.
What is the most rewarding part of your job?
The most rewarding part is to see relief and confidence on customer faces when they realize that they are on the right path financially. It is more than just numbers; It comes to helping people feel safe and able to enjoy their retirement. Hosting workshops and seeing those present leaves with a clear understanding of their financial options is incredibly fulfillment.
How to balance your customer needs with your personal life?
Balance is a constant effort. I give priority to my time by setting borders and making sure that I am completely present in everything I do, whether it is a client meeting or a family dinner. Emmani plays a big role in keeping me concentrated. I also share my family in the service of society, like volunteering in the cold weather shelter in our church, which creates a sense of the common goal.
What is the financial advice that you think is often ignored or denounced by less than its value?
One advice I find is less than its value is the importance of early planning. Many people believe that they will discover the pension planning later, but the more early, the more options you will face. Attention is a powerful tool, but it requires time to work its charm. The small start, even with modest contributions, can make a big difference in the long run.
How do you remain aware of the changes in the financial industry?
I am presenting industry conferences, reading professional magazines, and staying in contact with colleagues. I also devote time every week to continuous education and certificates to stay at the top of organizational changes and emerging trends. The financial scene develops rapidly, staying on a necessary knowledge to provide the best possible advice.
What is the most important challenge you faced in your career?
The movement in the 2008 financial crisis was a decisive moment for me. I saw directly how the pension dreams were shattered. He forced me to rethink risk management and develop strategies that give priority to safety and sustainability. This experience was final in financial advice and deepening the commitment by creating plans bearing economic uncertainty.
How do you deal with directing others in your field?
Focus on leadership. I encourage new consultants to listen more than they speak and deal with every customer interaction with sympathy and patience. Financial planning is not related to the sale of a product; It comes to understanding the goals of a person and helping him reach there. I also emphasize the importance of continuous learning because our industry is still fixed.
What role do you play community service in your life?
Community service is the cornerstone of who I am. My participation with the Stretzburg Weslien Church in cold weather is one of the ways I return. Volunteering reminds me that success is not only related to professional achievements, but also about a significant change in the lives of others. It is a modest experience that keeps me on the ground and focuses on what really matters.
What is the legacy that you hope to leave in your career and personal life?
Professionally, I hope to remember as a person always puts the customer first and make financial planning within reach. Personally, I want my children to see the value of integrity, hard work and faith in everything they do. I hope they will continue in service and community lessons that led my own journey. At the end of the day, the inheritance that I care more about is helping others to live a better and safer life.
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