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Let´s Grow Together

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Founder, Investment Advisor Representative, & CEO

JOSH HERLAN, MSQF

FULL PROFILE

COO & Financial Advisor

DANIELLE SHANIN CFP®

FULL PROFILE

FUTURE U FINANCIAL, INC. IS A REGISTERED INVESTMENT ADVISORY FIRM REGISTERED WITH THE STATE OF OKLAHOMA.

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JOSH HERLAN, MSQF

Founder, Chief Investment Officer, & CEO

Upon returning home from a deployment with the U.S. Army in Afghanistan, Josh finished his undergraduate work at Oklahoma State University in 2007.  The following year he joined Merrill Lynch in the summer of 2008.  This was just before the financial crash.  He was the only Merrill Lynch trainee during that period who was still there nearly four years later.

He was recruited to Morgan Stanley in 2012 where he focused on Portfolio Management.  He felt this was the best way to serve clients.  Feeling the need for change Josh pursued his Masters in Quantitative Finance at Oklahoma State University in 2019.

After learning computational finance and how to write computer code for financial modeling, this allowed him the tools to pursue his dream (then a concept) which is now Future U Financial.  Future U is a fast growing firm with an emphasis on technology.  

Josh has two adopted children, a wonderful wife who works as a professional, and is a member of The Church at Battle Creek . He doesn’t remember what free time is or he would tell you his hobbies!

DANIELLE SHAHIN, CFP®

COO & Financial Advisor

Danielle is a Certified Financial Planner™ professional with nearly two decades of experience in the financial industry. Prior to joining Future U Financial, she was a Senior Business Manager at Merrill Lynch, where she oversaw a team of more than 10 financial professionals and in coordination provided wealth management and investment advice for over 500 client relationships ranging from individuals, business owners, C-suite executives, ultra-high net worth families, and institutional clients. 

Danielle believes every individual deserves financial education and guidance no matter their background or net worth. In partnering with Future U Financial, she aims to use an advice-only model to reach clients of all asset levels and financial needs. She has established herself as an innovative leader and advisor, and has consistently found success through effective communication, transparency, and a strong eye for details. She has earned the trust and admiration of her clients and peers alike.

Danielle earned her Bachelor’s of Business Administration from Hofstra University in New York. In her free time, she enjoys traveling, spending time with friends and family, and taking hikes with her dog, Whiskey.