Zuraw Financial

Joshua Geib is a financial advisor at Zuraw Financial with 17 years of industry experience. He holds the PFS™ designation and Series 66 license. Prior to his current role, he worked at Lightpoint Capital Management LLC from 2015 to 2021. Outside of his advisory work, he is a managing member of Edward A. Zuraw & Company, an accounting and tax consulting firm. Zuraw Financial provides discretionary portfolio management, financial planning, and consulting services to individuals, trusts, estates, corporations, and various institutional clients. The firm develops written Investment Policy Statements with clients and employs a combination of direct management and third-party sub-advisors, using fundamental and technical analysis in portfolio construction.

Edward Zuraw Jr. is a financial advisor at Zuraw Financial with 15 years of industry experience and holds a Series 66 designation. He has served in various roles since 2010, including positions at Lightpoint Capital Investments LLC and Lightpoint Capital Management LLC. In addition to his advisory work, he is involved in a tax accounting and consulting practice through Edward A. Zuraw & Company. Zuraw Financial provides discretionary portfolio management, financial planning, and consulting services to a diverse client base, including individuals, trusts, corporations, and charitable entities. The firm develops written Investment Policy Statements and manages portfolios directly or through vetted sub-advisors, employing fundamental and technical analysis alongside a range of investment strategies.