Senior Wealth Advisor
As a Senior Wealth Advisor, Joshua works closely with new and existing clients as their main point of contact and trusted advisor. His goal is to ensure that all clients receive superior client service while meeting their financial goals and objectives.
Prior to joining Reilly Financial Advisors, Joshua served as a Wealth Planner at a large RIA in Los Angeles, where he assisted clients during every step of the financial planning process. He began his career in retail banking and has since transitioned to wealth management and financial planning. Overall, he has more than 15 years of experience in the financial services industry.
Joshua received his bachelor’s degree in finance from California State University, Northridge. Additionally, he has completed all requirements to earn the CERTIFIED FINANCIAL PLANNER™ designation. He is passionate about community and charitable involvement and has been an active member of Rotary International for more than five years.
Joshua enjoys spending time with his wife and family. He is a big fan of baseball and basketball and enjoys playing softball in his spare time.
Why I Do What I Do:
I’ve always had a passion for finance and investing, and I truly enjoy learning as much as I can about the subject. That passion, along with a knack for helping and working with others, is why I do what I do.