Today, Joshua helps clients achieve their goals by offering the comprehensive financial planning he had long envisioned. As an advisor, he helps meet the financial and investment needs of clients, including retirement planning, budgeting, and insurance analysis. He loves the process of putting a plan together that his clients can easily understand and deepened the impact he can have. Joshua attained his CERTIFIED FINANCIAL PLANNER™ designation.
Joshua lives in Rancho Cucamonga with his wife, Brooke, and their dogs, Memphis and Mila. A lover of all things sports, he is a Los Angeles Football Club season ticket holder and a member of the American Outlaws, the supporters club for the U.S. men’s national soccer team. When he’s not cheering on his favorite teams, he and his wife enjoy days in L.A. with Memphis and Mila and trying out new restaurants, breweries, and wineries.