Josh Carroll, CEPA®, AAMS®, AIF®


Los Altos

Client Advisory


Josh is a Principal based in the Los Altos office. He has nine years of experience providing diverse investment and wealth management solutions to ultra-high-net-worth individuals, families, businesses and foundations. Leading with an education-first strategy, he strives to empower clients to take an active role in their financial success. As clients build their businesses and raise their multigenerational families, he works closely with them to assess their complex and varied financial needs to position them for effective succession planning.

Josh started his career as a Financial Planning Consultant in the Private Client Group at Raymond James.


  • B.B.A. in Operations Management from the University of Colorado at Boulder


  • Certified Exit Planning Advisor
  • Accredited Asset Management Specialist®
  • Accredited Investment Fiduciary®

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