Josh is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds the FINRA Series 7 and Series 63 licenses with LPL Financial.
He graduated Summa Cum Laude from Cal Poly with a degree in Business Administration and a concentration in Financial Management. Prior to Cal Poly, Josh served 8 years in the Army National Guard. He also worked in management at In-N-Out Burger where he learned not only how to make the perfect burger, but also how to deliver exceptional service.
From an early age, Josh has understood the importance of proper money management. Having a knack for analytical thinking plus the desire to help other people, he decided to pursue a career in personal wealth management. He finds the most fulfillment in helping his clients realize their financial goals.
He lives in Atascadero with his wife and four children. In his off-time, he stays busy with gardening, raising livestock, and the occasional round of disc golf.