Josh Littauer Financial Educator

About

I teach people how money works, then help them act on it.

Eight years in financial education. Licensed, faith-driven, based in Dallas-Fort Worth, and serving families across the country.

How I got here

I came into financial education because I kept watching good people make big money decisions with no one to ask. Buying a house, changing jobs, starting a family, losing a parent. Every one of those moments carries a financial question, and most families answer it alone.

I wanted to be the person they could call. So I got licensed, learned the work from the ground up, and started sitting down with families at their kitchen tables. Eight years later, that is still what I do. The tools have changed. The job has not.

I do not lead with products. I lead with a conversation about what you want your money to do. Once that is clear, the right decisions get a lot easier to see.

A decision you understand is worth more than a product you were sold.
Josh Littauer teaching a session at a WealthWave convention

Teaching at a WealthWave event

Credentials

Licensed and accountable.

Securities and advisory services are offered through a regulated broker-dealer and registered investment advisor. You can verify my registration yourself.

  • Role

    Licensed financial educator with WealthWave.

  • Registration

    Registered Representative, Transamerica Financial Advisors, LLC. Member FINRA, MSRB, SIPC.

  • Broker-dealer

    Securities and investment advisory services through Transamerica Financial Advisors, LLC (TFA).

  • Experience

    Eight years helping families and business owners with financial education, since 2018.

  • Service area

    Based in the Dallas-Fort Worth area. Serving families nationally.

  • Verify

    FINRA BrokerCheck

Josh Littauer and his wife Morgan walking on the beach

Practice areas

Where I can help

  • Legacy and Protection

    Life insurance and protection for the people who depend on you.

  • Retirement and Income

    Building toward the income you will need and understanding the choices along the way.

  • Corporate Benefits

    Benefit solutions for business owners and the teams they lead.

  • Wealth and Investment

    Securities offered through Transamerica Financial Advisors, LLC.

Based in Dallas-Fort Worth. Serving families nationally.

See the full list

Have a question about your money?

A first conversation is simple. You tell me where you are, and I tell you what I see.

Book a Conversation