Orange County, California Office
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In his role at EP Wealth, Joshua assists clients in all of their wealth management needs including investment management and financial planning, as well as, tax, insurance, and estate planning strategies. He has extensive experience working with pre and post retirees, business owners, and other corporate executives. He is also a CERTIFIED FINANCIAL PLANNER™ practitioner.
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Joshua has worked in the financial services industry since 2006 and joined EP Wealth Advisors in 2022. Joshua’s prior experience includes roles as Private Wealth Manager at Creative Planning and Senior Wealth Advisor at Reilly Financial Advisors.
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Joshua graduated from California State University, Northridge, earning a B.S. in Finance. He holds the CERTIFIED FINANCIAL PLANNER™ designation.
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Joshua is a born and raised Southern California resident and currently lives in Trabuco Canyon with his wife, Stephanie, and daughters, Avery and Celeste. He also has two rescue dogs, Riley, a border collie mix, and Zoe, a lab mix. He is passionate about staying active in his community as a member of the Mission Viejo Rotary Club where he devotes his time and efforts to various charitable causes.
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