Joshua began his career in financial services in 1998 with Franklin Templeton Investments. He worked with WM Financial Services (WMFS), an affiliate of Washington Mutual, Inc., since December of 2004. Joshua graduated from Heald College with an Associate in Applied Science degree in Business Administration with an emphasis in Accounting in 2005 and joined LPL Financial in 2007.
Joshua is a LPL Investment Advisor Representative which allows him to provide fee-based comprehensive financial planning services to his clients. He specializes in working with individuals in the areas of retirement planning, investment planning, estate planning, and in the area of all employee benefits and pensions. He is a Pacific Service Employees Association (PSEA) member of the Sacramento Chapter.
Joshua is committed to working closely with you to help you plan to achieve your short and long-term financial goals.