The Financial Quarterback® in

The Financial Quarterback®

Login to view DISC.
Chief Executive Officer at Wealth Quarterback, LLC
📍 Toms River, New Jersey, United States

Josh Jalinski is the CEO of Jalinski Advisory Group and Wealth Quarterback, LLC, where he provides fiduciary, fee-based financial planning. He is the author of the Amazon bestseller "Retirement Reality Check" and hosts the popular "Financial Quarterback®" radio show and podcast, making complex financial topics accessible.

Outside of his primary professional roles, Josh is passionate about history and enjoys attending sporting events. He values family and faith, crediting his fathers support and heritage as foundational to his success in creating a financial firm built on relationships and trust. He also enjoys walking his dog, Tegan.

He brands himself as "The Financial Quarterback®," using a coordinated, game-plan methodology to help clients manage their finances and achieve long-term goals.

Read the full overview →
Experience
22 Years
Current Role
Chief Executive Officer
Job Level
Leadership
Location
Toms River, New Jersey, United States
Personality Overview

How The shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics The cares about

Retirement Planning
His book, radio show, and professional focus are centered on creating secure retirement strategies that challenge conventional wisdom and account for volatile markets.
Tax-Saving Strategies
A core theme in his work is maximizing wealth by minimizing taxes, a topic he frequently discusses in his book and on his show.
+5 more topics Login to view topics
Career

Work history

3-2016
Chief Executive Officer
Wealth Quarterback, LLC
6-2005
CEO
Jalinski Advisory Group, Inc.
2004 - 2005
Financial Representative
Independence Planning Group
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
Master of Arts - MA
Westminster Theological Seminary
Bachelor of Arts - BA
Bob Jones University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to The. Free, 10 seconds.