Joshua P. Lorek is an advisor at Ohio Investment Partners with over 20 years of experience in the financial planning field. He has extensive experience in asset management, financial planning, insurance, retirement planning and assessments of 401K plans.
Josh earned his undergraduate degree in Finance from Ohio University. He has obtained the Certified Financial Planner designation in addition to holding a Series 7 registration held with LPL Financial and Life, Health, and Annuity Insurance License.
Josh has built a clientele of individuals and small business owners who appreciate his dedication to obtaining all facts prior to developing a customized financial plan. His extensive knowledge and experience has enabled him to effectively and consistently help his clients work toward and pursue their financial goals.
Josh is a resident of Fairview Park, Ohio where he lives with his wife Sarah and children: Adaylne, Therese, Peter, Delia, and Charlotte.