CERTIFIED FINANCIAL PLANNER™ Professional
Josh partnered with Avantax in 2014 and has over 16 years of experience helping clients with their investment and insurance planning. Josh received his degree in Economics from Cal State University Fullerton and currently holds his CERTIFIED FINANCIAL PLANNER™ Professional designation, Chartered Life Underwriter Designation and his Chartered Property and Casualty Underwriter Designation. Josh’s role as an advisor encompasses providing clients with guidance on individual, retirement and college planning, small business retirement plan solutions, and risk management techniques to protect both individuals and their businesses from unforeseen events. His client centered focus where everyone he works with becomes family is what separates Josh from advisors at large brokerage firms. Call him to schedule a free consultation to see how he can help you and your family reach their financial goals.