Josh specializes in wealth management, investment planning and financial planning for corporate executives, business owners, physicians, multigenerational families and individuals. He has more than 17 years of experience in the financial services industry and is a CERTIFIED FINANCIAL PLANNER™ professional.
The prestigious CFP® certification is one of the most respected financial planning credentials and the recognized standard of excellence in personal financial planning. Trustworthy and loyal, Josh adheres to the CFP Board’s code of ethics for integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence.
Josh began his career in 1998 as a financial advisor at Merrill Lynch, where he worked with a team handling wealth management and corporate executive benefits such as employee stock options, employee stock purchase, 401(k)s and deferred compensation.
In 2008, he moved to Wachovia Securities (now Wells Fargo Advisors) where he first began working with Robert Burghart in the reinsurance company investment management and consulting arena. In 2015, Josh co-founded Cornerstone Financial Consulting of Raymond James.
Josh earned a bachelor’s degree in economics from Arizona State University and lives in Phoenix, his hometown. He served as president of the Phoenix Public Library Foundation for 10 years, and now participates with the Free Wheel Foundation and MARSOC Foundation, organizations that help injured and fallen military members and their families.
CFP® | Certified Financial Planner™ | Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.