Josh's practice centers around working primarily with close privately held businesses, medical professionals, and business executives in the areas of insurance, investment, tax, and estate planning. As a Certified Financial Planner, Josh needs to stay current in today's complex financial market. Despite these complexities, Josh strives to deliver insight in a way that provides clients the confidence and clarity to make smart financial decisions.
While no financial plan is the same, understanding the various stages of the financial life cycle is where Josh can provide value to each client regardless of where they are in their journey whether that be accumulation, protection, distribution, or transfer of a clients wealth/assets.
Aside from his professional life, Josh enjoys spending time with his family, watching his favorite sports teams, hiking, playing tennis, and just over the past few years has become an avid skier. He looks forward to connecting with you soon!
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5280 Carroll Canyon Rd., #300 San Diego, CA 92121 619.684.6400. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners, LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License #4087485| 2022-135224 Exp. 03/24