Joshua Yocam,
AIF® Senior Vice President, Wealth ManagementWith over a decade of experience in the financial services industry, Josh specializes in helping successful professionals, executives and business owners create personalized strategies to grow, preserve and transition their wealth with confidence.
As an Accredited Investment Fiduciary®, Josh’s aim is to leverage a wide range of tools and research to deliver clear, adaptable strategies to his clients that support both today’s lifestyle and tomorrow’s aspirations. His approach is grounded in a core principle: always acting in the client’s best interest.
His approach also involves taking the time to understand what matters most to each client, whether the goal is to prepare for retirement, fund education or smoothly navigate a major life transition. He strives to craft a tailored financial “game plan” that evolves with each client’s unique objectives in life.
Josh earned his BA in social science with a specialization in research & analytical methods from the University of California, Irvine, along with a minor in educational studies. Today, he lives in Newport Beach, California, with his wife, Abigail, and their three young sons: Knox, Decker and Tucker. Outside the office, Josh enjoys an active family life filled with sports, beach outings and time spent outdoors.
