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About Josh
Josh has been in financial services since 2009 after graduating from UC Santa Barbara with a BA in Sociology. With a focus on financial planning, Josh is passionate about helping clients discover their goals, overcome obstacles, and execute a plan for financial success. He is a CERTIFIED FINANCIAL PLANNER™ professional.
Josh and his wife, Kelsey, have three kids, Elliott, Sawyer and Caleb. He enjoys surfing, going to Angels baseball games, and woodworking.
Josh is currently licensed as a:
Investment Advisor Representative
Life & Health Insurance Agent CA Insurance License #0J24817
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