Josh Daily, CFP®
Josh Daily is a CERTIFIED FINANCIAL PLANNER™ professional and LPL Financial Advisor at Redstone Federal Credit Union’s Madison branch, working with individuals and families who want their financial decisions guided by clarity, intention, and a comprehensive plan—not just investment selection.
With nearly two decades of experience in financial services, Josh brings a planning-first perspective shaped by broad exposure and long-term thinking. After graduating from The University of Alabama, he returned home to North Alabama and has spent his career helping clients navigate financial complexity with structure, discipline, and confidence.
Josh believes effective financial planning begins by understanding the full picture. His work extends well beyond portfolio management and includes retirement and distribution planning, tax-aware strategy, cash-flow organization, insurance and risk review, and estate planning guidance. By focusing on priorities and tradeoffs, he helps clients see how today’s decisions fit into a larger, evolving strategy—and how to adjust as life changes.
Clients who work with Josh value a thoughtful, organized approach and a steady relationship that provides clarity, and long-term perspective—especially during periods of transition, uncertainty, or complexity. His role is to bring perspective, ask the right questions, and help clients move forward with confidence.
Josh is guided by the belief that meaningful success carries responsibility. Grounded in the principle that "to whom much is given, much is expected," he is active in the community through volunteer service and currently serves on the boards of multiple local nonprofit organizations. He lives in Madison with his wife and their two sons.
About the CFP® Designation
The CERTIFIED FINANCIAL PLANNER™ designation is widely recognized as the gold standard in financial planning. CFP® professionals complete rigorous education and examination requirements, meet ongoing continuing education standards, and adhere to a fiduciary obligation to act in their clients’ best interests when providing financial advice.
For clients, working with a CFP® professional means working with someone trained to look beyond individual products and focus on comprehensive, objective financial planning.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Redstone Federal Credit Union ® (RFCU ®) and Wealth Management at Redstone Federal Credit Union (WMRFCU) are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using WMRFCU, and may also be employees of RFCU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, RFCU or WMRFCU. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency |
Not Redstone Federal Credit Union Guaranteed |
Not Redstone Federal Credit Union Deposits or Obligations |
May Lose Value |
