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Biography

Josh Mudse is a Principal in the El Segundo/Beach Cities office. He is a member of the Wealth Management and Multifamily Practice Office team, specializing in comprehensive wealth management and long-term planning. With a collaborative and disciplined approach, Josh guides clients through complex financial decisions and builds strategies designed for clarity, stability, and growth.

Prior to joining Cerity Partners, Josh was the Associate Vice President at Synergy Private Family Office. Prior to Synergy Private, Josh helped launch Family Financial as the COO and Senior Financial Planner. As a leader in the firm, he was responsible for financial planning, portfolio management, and operations.

Josh has been in the financial services industry for over 25 years, including 13 years as a VP at Charles Schwab, serving families in Northwest Ohio. While at Schwab, Josh was responsible for managing client relationships with more than $250 million in assets.

In his spare time, Josh enjoys spending time with his wife at the beach, cooking, and honing his skills as a pitmaster.

Learn more about my practice.

Education

  • BS in Marketing from Bradley University

Highlights

  • CERTIFIED FINANCIAL PLANNER®

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