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Josiah Grauso, a certified Senior Advisor (CSA), has almost two decades of experience in financial services.
He serves as a vice -president and senior investment advisor at ASC Financial Group, focuses on pension planning, strategies for social security and income diversification. Josiah strives to help individuals and families achieve financial stability through tailor -made solutions that minimize the risk and guarantee sustainable income.
After obtaining an employee of Applied Science (AAS) in Business Management at Northampton Community College, Josiah started his career at PNC Bank. In 2007 he joined ASC Financial Group, where he built up a reputation for expertise and dedication. His certifications include series 65 Investment License, Certified Senior Advisor Designation and National Social Security Advisor Certification.
Josiah Grauso Is passionate by financial education and regularly gives workshops and seminars to offer customers the tools they need to make informed financial decisions. Besides his professional work, he is actively involved in his community and is volunteer in the Wesleyan Church of Stroudsburg in the winter months.
Living in Bartonsville, Pennsylvania, appreciates Josiah Time with his wife, Sarah, and their four children. He likes snorkeling, skiing and other outdoor activities. Led by principles of integrity and clarity, Josiah’s career reflects his dedication to building meaningful relationships and helping others to achieve financial trust.
What inspired you to pursue a career in financial services?
My inspiration came from my father, who switched from an insurance seller to the establishment of ASC Financial Group. When I grew up, I saw that he helps families to navigate complex financial decisions and build safe futures. It was an eye opening to see the impact that his work had on people’s lives. After witnessing the financial crash of 2008, I knew that I wanted to play a role in helping individuals to protect their savings and reach minds, even during uncertain times. This career felt the perfect combination of earning the cost and making a difference.
How has your role at ASC Financial Group evolved over the years?
Since he came to ASC Financial Group in 2007 as a young adviser who wants to learn, my role has evolved considerably over the years. Starting with a focus on developing my skills and building customer relationships, I gradually switched to leadership positions and I now serve as a vice president and senior investment advisor. In this role I manage customer portfolios, mentor newer advisers and I play an integral part in shaping the strategic vision of the company. Along the way I extended my reach by becoming an expert on the television show wealth after work, which broadcast at five stations, and through leading workshops and educational lessons about financial planning. These opportunities have enabled me to maintain a client-first philosophy, to guide individuals to financial success and to make sense to the growth and mission of the company.
What is the most rewarding part of your work?
The most rewarding part is seeing the Enlightenment and trust in the faces of customers when they realize that they are financially on the right track. It is about more than just figures; It’s about helping people feel safe and be able to enjoy their retirement. Hosting workshops and seeing visitors leaving with a clear understanding of their financial options is incredibly satisfactory.
How do you balance the needs of your customers?
Balance is a constant effort. I give priority to my time by setting limits and ensuring that I am fully present in whatever I do, whether it is a customer meeting or a family dinner. My faith plays a major role to keep myself centered. I also involve my family in community service, such as volunteering in the hiding place of our church, which creates a feeling of shared goal.
What financial advice do you think that is often overlooked or undervalued?
An advice that I find undervalued is the importance of early planning early. Many people think they will come up with retirement planning later, but the sooner you start, the more options you have. Compound interest is a powerful tool, but it takes time to work its magic. Small, even with modest contributions, can make a huge difference in the long term.
How do you stay aware of changes in the financial sector?
I make it a point to attend the industrial conferences, to read professional magazines and stay connected with colleagues. I also spend time every week on permanent education and certifications to stay ahead of legal changes and emerging trends. The financial landscape is evolving quickly and informed is essential to give the best possible advice.
What is the most important challenge that you are confronted with in your career?
Navigating through the 2008 financial crisis was a decisive moment for me. I saw first hand how the pension dreams of families were crushed. It forced me to reconsider risk management and to develop strategies that give priority to safety and sustainability. That experience was my approach to financial advice and deepens my dedication to make plans that are resistant to economic uncertainties.
How do you approach the guidance of others in your field?
I concentrate on the right example. I encourage new advisers to listen more than they speak and to approach every customer interaction with empathy and patience. Financial planning is not about selling a product; It’s about understanding someone’s life goals and to help them get there. I also emphasize the importance of continuous learning because our industry never stands still.
What role does the services provide to the community in your life?
Community Service is a cornerstone I am. My involvement with the Stroudsburg Wesleyan Church’s Cold Weather Shelter is a way to return. Volunteering reminds me that success is not only about professional performance, but also about making a tangible difference in the lives of others. It is a humiliating experience that keeps me based and focused on what really matters.
Which legacy do you hope to leave in your professional and personal life?
Professionally I hope to be remembered as someone who always puts the customer in the first place and has made financial planning accessible and clear. Personally, I want my children to see the value of integrity, hard work and faith in everything they do. I hope they continue the lessons on service and community that led my own journey. At the end of the day, the inheritance I helps for the most to lead others to live a better, safer life.