Josh has been guiding clients to live confident financial lives for over 20 years. He has worked as an advisor for two of the largest insurance companies in the United States focusing on long term care planning and multi-generational estate planning. Josh managed the Toledo, Ohio branch for Charles Schwab & Co. as Vice President and Financial Consultant where he served 250 families and was responsible for over 350 million dollars of invested assets.
As a Certified Financial Planner™ professional, Josh takes a comprehensive approach to advising clients, helping them clarify the intentions for their wealth, creating a customized plan to achieve their desired outcomes, and helping them adjust when their family dynamic or the financial rules change in the years that follow.
Josh has been married to Malena for 21 years. They met as Freshmen at Bradley University. Following graduation, they moved to Malena’s hometown of Toledo, OH. They have three children: Jonah is a Freshman at Renssalaer Polytechnic Institute majoring in Information Technology and Web Science; Abby is a sophomore at Mira Costa High School; Hannah is in eighth grade at Manhattan Beach Middle School. Josh has coached more than 30 youth teams including baseball, softball, and basketball.
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