“Financial planning has a different meaning to everyone. For me, planning is a lifelong process of making good decisions based on truly understanding what is most important for my client. My hope is to build a trusted relationship with our clients so that they allow me to guide them through those financial decisions”
Josh Mudse serves as Wealth Advisor in the firm’s Los Angeles Office. As a wealth advisor, Josh helps clients see the big picture and brings out the potential impact they can have with their wealth.
As a CERTIFIED FINANCIAL PLANNER™, 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 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.
Josh is a member of the Purposeful Planning Institute and Kingdom Advisors. He earned a Bachelor of Science degree from Bradley University. Josh and his wife, Malena have three children. Outside of work, Josh has coached more than 30 youth sports teams including baseball, softball, and basketball.
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