Joshua D. Lutton, RICP®
Joshua is a Financial Advisor with Foundations Financial Partners, LLC. He provides insurance, investment solutions and comprehensive financial planning services and advice to individuals, families and small businesses. Joshua holds FINRA Series 7 and 66 security registrations and is a licensed Life, Accident and Health Insurance professional. He has also attained the professional designation of Retirement Income Certified Professional (RICP®).
Joshua has a bachelor’s and master’s degree in architectural engineering from Pennsylvania State University with a focus on electrical engineering. During his time at Penn State, Joshua was involved with several student groups, most notably his fraternity Alpha Rho Chi, in which he served as social chair.
Prior to joining the financial services industry, Joshua worked for an engineering consulting firm in Washington, D.C. and passed the State Professional Engineering exam to become a certified P.E. Soon after, he and his wife moved back to Pennsylvania to start their family. As he continued working for engineering firms he realized that his biggest passion was helping and mentoring others and this passion wasn’t being fulfilled to the extent he desired through his engineering career. After thoughtful consideration, his solution was to marry this passion with his love of numbers and problem solving in an exciting, new career as a Financial Advisor.
“A good day for me is being able to help someone on a personal level. To look back on the day and see the relief and confidence that I helped others to gain is what motivates me the most. I’m very fortunate and grateful that I get to do this every day.”
Joshua resides in Doylestown with his wife, Jessica, and their three children. He and his family are active in the Doylestown community, attending or participating in the many races, festivals, and parades. He proudly spends much of his free time at every soccer game or dance lesson his children are involved with or living out real life adventures such as camping, ice fishing, candle making, or hiking (to name a few) with his daughter through the YMCA’s Adventure Guides group.
“A goal without a plan is just a wish.” - Antoine de Saint-Exupéry
Joshua is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Separate from the financial plan and our role as financial planner; we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them. Securities and investment advisory services offered through Securian Financial Services, Inc., Member FINRA/SIPC. Securities dealer and registered investment advisor. Foundations Financial Partners is independently owned and operated.