Josh Roberts, CFP®

In his role as Senior Financial Planner at LPL Financial, Josh supports Oak Gate Wealth Advisors where he assists in developing and executing comprehensive financial plans. As a member of the LPL Paraplanning Services team, Josh partners with advisors to deliver financial planning support by providing detailed data analysis and cultivating planning strategies to assist clients in reaching their financial goals. LPL’s Paraplanning Solutions group is not affiliated with Oak Gate Wealth Advisors.

Josh’s financial services career began in 2016 where he served various roles in insurance, wealth management, and financial planning prior to joining LPL Financial in 2021. Josh received his Bachelor of Science Business Administration in Finance and Banking from Appalachian State University and is a CFP® practitioner.

He also holds the following licenses: Series 7 & 66, AAMS, Health, Disability, and Life insurance licenses.

Josh has worked in various financial roles including client service, insurance agent, paraplanning, and as a registered investment advisor. Before joining LPL, he worked as a financial advisor for an RIA based in Boone, NC. In that role, he created financial plans, conducted portfolio reviews and insurance analyses, and assisted with portfolio implementation. He is a lifelong resident of the Appalachian Mountains.

He currently lives in Boone, NC, with his wife Carolyn and their three children, Jonas, Aubrey, and Norah. Outside of work Josh enjoys playing/watching sports, hiking, camping, board games, reading, playing music, and traveling.

Josh Roberts is employed by LPL Financial.