JOSH FOLEY

Josh Foley is a Registered Advisor Assistant at Financial Independence, LLC and holds his Series 7, 63, and 65 securities licenses. He graduated from Michigan State University in 2025 with a Bachelor of Arts in Economics, where he developed a strong foundation in market analysis, economic theory, and financial systems.

Josh joined Financial Independence in 2025, beginning as an intern and quickly demonstrating the work ethic, initiative, and attention to detail that earned him a full time role with the firm. Since then, he has become an integral part of the team, supporting advisors in daily operations, preparing client materials, coordinating account activity, and assisting with firm wide projects.

He plays a key role in client meeting preparation, portfolio implementation support, and ensuring operational workflows run efficiently. His ability to manage details behind the scenes helps the advisory team stay focused on strategic planning and client relationships.

Josh is currently studying for the CFP® exam, further demonstrating his commitment to expanding his expertise in comprehensive financial planning. He is dedicated to continued professional growth and takes pride in delivering accurate, timely support that enhances the client experience and contributes to the overall success of the firm.