Joshua had planned to study medicine—until a high school economics course changed his mind. That course ignited a passion for personal finance that propelled him to earn degrees in business and finance. After graduating from CSUSB, he launched his career in finance at Citibank—but soon realized it wasn’t quite what he wanted. Though he appreciated the wide-ranging experience the job provided, he wanted to help people more comprehensively than his work allowed. That’s when his mentor and RPA’s founder, Brent Pasqua, reached out to him.
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 seeks to deepen the impact he can have by pursuing his CERTIFIED FINANCIAL PLANNER™ designation.
Joshua lives in Rancho Cucamonga with his fiancée, Brooke, and their dog, Memphis Seven Winterswyk. 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 fiancée enjoy days in L.A. with Memphis and trying out new restaurants, breweries, and wineries.