Josh is a native of Las Vegas, Nevada and currently resides in Boulder City. He graduated from UNLV Lee Business School with a Bachelor of Science in Business Administration with an emphasis in Economics in 2015; he has been with Equitable since he graduated.
Josh pursued personal financial planning because he strives to provide a lasting, positive impact, on those he provides guidance to. He specializes in working with educators and public sector employees to better understand their many options with pensions and assets they have acquired during their careers. He holds FINRA registrations for Series 7 & Series 66, as well as a license for Life, Accident & Health Insurance in multiple states.
Josh works to help his clients and prospective clients obtain an optimal mix of freedom, preservation, and choice; with respect to their finances. His processes are focused on addressing the acquisition, distribution, and transfer phases of his client’s financial lives. Josh uses the multitude of resources available to him, including a well-seasoned leadership team at the Southwest Equitable Branch, to create the custom tailored the strategies for each client.
Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. Equitable Advisors and Equitable Network are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed.