Josh Decker, CFP

Office: 651-292-4895 | Email: joshd@efsadvisors.com
(CFP) Certified Financial Planner | Financial Planner | Financial Advisor
About

About Josh Decker, CFP

Josh has been in the financial services industry since 1995, and joined EFS Advisors in 2000.   Josh has developed a core set of specialized skills in financial and retirement planning, asset allocation, and investment advice, and he is recognized for his dedication to exceptional client service that accompanies financial advice tailored to the needs of each client. Most often, Josh finds himself counseling members within five years of retirement, helping them make the financial transition from working life to retired life.

Josh’s passion for financial planning and helping others successfully navigate the financial landscape, led him to obtain his Certified Financial Planner® designation in 2004.  He also holds is Series 63, 65, and 7 registrations, as well as his Life and Health Insurance license.

Family/Personal Interests

Josh grew up in Burnsville, MN and graduated from St. Olaf College, with degrees in Economics (finance concentration) and English. Adventurous at heart, Josh enjoys exploring new places, experiencing live music events, golf, downhill skiing, reading, and is currently coaching his son’s youth baseball team. Josh and his three children, Maja, Ava, and Jack reside in the Lakeville area.

Awards and Recognition

5 STAR Wealth Manager by Mpls-St Paul Magazine and Twin Cities Business 2012-2014, and 2016 - Disclaimer

2016 NTSA [National Tax-deferred Savings Association] Elite Advisor Award - Disclaimer

Education and Expertise

  • Certified Financial Planner Practitioner
  • Series 7 license - General Securities
  • Series 63 license - Uniform Securities Agent
  • Series 65 license - Investment Advisor Representative

Specialties

  • Retirement Planning
  • Asset Management
  • Wealth Accumulation