Josh  Gallogly,  CFP<sup>&reg;</sup> - Financial Advisor

Josh Gallogly, CFP®

EA

Managing Member and Founder, CERTIFIED FINANCIAL PLANNER™

Milestones Financial, LLC

1504 W 1st Ave, Ste 301
Columbus, OH 43212-3427
FINANCIAL ADVISOR'S WEBSITE
(614) 349-1095

General

Josh Gallogly is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Milestones Financial, LLC in Columbus, OH and the surrounding communities.

Financial Advisor Overview

Josh Gallogly, CFP®, EA serves clients age 50+ who like maintaining full control over their money and provides long-term, professional advice on things like reducing their tax bill, investing smarter, and creating retirement income. Josh is the Managing Member and Founder of Milestones Financial, LLC in Grandview Heights, Ohio, serving clients in the Columbus, Ohio area and virtually throughout the country.

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Financial Advisor Experience

Since 2002, Josh Gallogly has had a love-hate relationship with the financial services industry. For starters, Josh loves being able to help people with their relationship with money, which is one of the most powerful relationships in one’s life. However, he hates how many in the financial services industry use their knowledge for their own financial benefit over their clients’ long-term financial well-being. From his first internship at a big Wall Street firm to his time spent in the corporate office of a large insurance and financial services company, Josh learned the true motivations of these institutions and how the financial services industry, by and large, works for (and against) real people. In 2007, after several years of unfulfilling work in the financial services industry, Josh decided to pursue a different career where he could actually help people. Josh became a Registered Nurse (RN). Working in an acute care hospital setting for more than 11 years taught Josh a lot about life, including just how short and precious it is. During this time, and for obvious reasons, Josh was the go-to person for many of his hospital colleagues when they had personal finance questions. Some of the most anxiety-ridden questions he received were from folks approaching retirement who were unsure where to go to get financial advice and recommendations. After repeatedly having this same conversation, that’s when Josh knew that he could make an “advice-only” financial planning firm work. In 2021, he registered his own independent, fee-only financial planning firm, Milestones Financial, LLC, where he serves his clients in a true fiduciary capacity by putting their needs first 100% of the time. A graduate of The Ohio State University, Josh holds a Bachelor of Science in Human Ecology (majoring in Family Financial Management) and a Bachelor of Science in Nursing. Josh is also a CERTIFIED FINANCIAL PLANNER™ professional and an enrolled agent (EA) of the IRS, which EAs are the only federally licensed tax practitioners who specialize in taxation.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - EA

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Estate Planning, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Men's Finances, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources