Josh Petit

Sr. Client Success Manager

Before starting a career in finance as a financial advisor, Josh spent time in the Marine Corps and as a high school history teacher. He finds the most pride in helping people achieve their goals. Educating individuals on financial planning is a passion and Josh is excited to pass his knowledge on to his clients at Facet Wealth. Outside of work Josh enjoys spending time with his family in nature. He also volunteers with various local organizations and loves to improve the quality of life in his community anyway that he can.

Education: University of New Orleans (MA)

“What lies behind you and what lies in front of you, pales in comparison to what lies inside you.” - Ralph Waldo Emerson

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Get to know Josh

Disney for the win!!!

20 mile ultra-trail run complete!!!

After a training run for me and bike ride for them= Family bonding time!!!

New Orleans sunrise before a run!!!

If you could be an animal, which would you be?

A bald eagle for three reasons. I’m patriotic, I would be protected because I’m on the endangered list and of course the flying part!

Who inspires you?

People that make the most of their situations. We are capable of amazing things. I love seeing people accomplish their dreams.

What's the last book you read?

Can’t Hurt Me by David Goggins. I’ve read it twice and listened to the audiobook twice as well. Highly recommend this read.

What's your favorite movie?

Training Day or anything with Denzel in it.

What will I learn on this call?

It’s hard for anyone to look at a website and say “yes, this is for me, please help me with my money”.  Finances are deeply personal, and talking to someone who can listen and determine what will help you the most is just one simple and confidential call away.  In 15 minutes or less you will have a better understanding of what’s available to you and if you are a good fit for Facet. 

If it’s clear we can help, and you want to learn more about working with Facet, then we will share what the service will cost based on the complexity of your finances.