About the Author

Josh Jalinski is the founder and president of Jalinski Advisory Group Inc. He is also the CEO of Wealth Quarterback LLC, a SEC Registered Investment Advisory firm, RIA. As a fiduciary, Josh manages financial investment portfolios. Josh is also the host of a popular weekend radio show on 710 AM WOR New York, where he discusses investment strategies and various other economic topics. He has been a featured guest on numerous shows including CNBC, Fox Business News, CBS News, Bloomberg and Newsy.

Josh was named by Forbes as one of the Top Financial Security Professionals [published Oct 19, 2021]

Why The Financial Quarterback?

Most of us have similar goals for our financial future to build wealth and protect it from eroding factors such as market fluctuations, taxes, inflation, fees and undue risk. What most of us don’t have is a unified, systematic approach to pull this all together. You need a Financial Quarterback to create a long-term game plan to reach your goals and to take a coordinated approach to help build your specific financial game plan

Josh has the knowledge required to be a macro manager for clients. From helping to minimizing taxes to reducing the eroding factors of money, He wants to help you organize your “financial junk drawer” in order for you to meet your long-term financial goals.

Team Player

Josh provides holistic services so that we can guide you through every step of your financial game plan. Josh will connect with your other professionals on your team from your accountant to your estate planner.

Josh is committed to being your financial quarterback throughout all of your financial milestones.

Important Disclosure Information:
The book "Retirement Reality Check" is a product of Financial Quarterback Books LLC 1400 Hooper Ave Toms River NJ 08753

Copyright ©2011-2023 Jalinski Advisory Group, Inc., All rights reserved.
Advisory services through Wealth Quarterback, LLC(WQL) an SEC Registered Investment Advisor. Each recipient is limited to $1000 in total gifts during any calendar year. Insurance services offered through Jalinski Advisory Group, Inc. Investing may involve the risk of loss of capital and are not FDIC insured. Not a guarantee of any bank or governmental institution.

Please Note: The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific request and needs of the client. Wealth Quarterback, LLC (“Wealth Quarterback”) does not serve as an attorney, accountant, or insurance agent. Wealth Quarterback does not prepare estate-planning documents or tax returns, nor does it sell insurance products. As disclosed on its written disclosure Brochure, certain representatives of Wealth Quarterback, in their individual capacities, are licensed insurance agents with Wealth Quarterback’s affiliated insurance agency, Jalinski Advisory Group, Inc. Please Note: Limitations: Neither rankings and/or recognition by unaffiliated rating services and/or publications, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Wealth Quarterback, is engaged, or continues to be engaged, to provide investment advisory services Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. No ranking should be construed as a current or past endorsement of Wealth Quarterback, by any of its clients. Chief Compliance Officer remains available to address any additional information or questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking. Please contact our compliance team at compliance@wealthquarterback.com

Josh was named by Forbes as one of the Top Financial Security Professionals [published Oct 19, 2021]

Why The Financial Quarterback?

Team Player

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