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Biography

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.

Learn more about my practice.

Education

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

Highlights

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

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Principal & Client Experience Director

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Stephanie Bellisario

Principal & Client Experience Director

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Principal & Client Experience Director

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By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.