Josh specializes in wealth management, investment planning and financial planning for corporate executives, members of the automotive industry and multigenerational families. He has more than 17 years of experience in the financial services industry and is a CERTIFIED FINANCIAL PLANNERTM 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 Scottsdale. He served in many roles in 10 years on the Board of the Phoenix Public Library Foundation acting as President in his final year, and now participates with the Free Wheel Foundation, Mission2Alpha and MARSOC Foundation, organizations that help injured and fallen military members and their families.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
I specialize in managing personal wealth for affluent individuals