Joshua Donner

Financial Advisor, Certified Exit Planning Advisor at Clear Advice Financial

Speaker

Joshua Donner, CEPA®, CPFA®, is a third-generation financial advisor with Clear Advice Financial, a family-founded wealth management firm serving business owners and multigenerational families. He specializes in integrating personal financial planning with business succession and exit planning, helping families preserve wealth, prepare the next generation and navigate complex transitions. Josh is also the founder of Six Months and a Day®, which helps families manage the financial and practical complexities of changing domicile from a high tax state.