With over 25 years of experience in the financial services industry, Josh is committed to guiding individuals and families through every stage of their financial journey. As the founder and financial advisor at Balanced Approach Wealth Management, he focuses on creating personalized strategies tailored to each client’s unique goals and life circumstances.
Joshua’s interest in finance began early, sparked by time spent with his father reading Kiplinger’s magazine and watching Wall Street Week with Louis Rukeyser. That early exposure nurtured a lifelong passion for finance and helping others make informed financial decisions. He started his career as a fund accountant at Invesco Funds, later moving into an advisory role at a boutique firm in San Francisco before joining Ameriprise Financial, where he spent 18 years refining his expertise and building strong client relationships.
Josh holds a Bachelor of Science in Finance with a minor in Economics from the University of Maryland. His areas of focus include portfolio management, tax planning, executive compensation and benefit strategies, wealth preservation, business retirement plans, stock options, education funding, and estate planning.
He lives in California with his wife and daughter, and values a well-rounded, active lifestyle. In his free time, Josh enjoys golfing, cooking, mountain biking, and skiing.
