Josh works with clients to design and review personalized financial plans that fit their goals and priorities. His role includes retirement planning, cash-flow analysis, investment management, tax strategies, education funding, protection planning, and legacy considerations. He also serves as the point person in the firm for insurance and retirement plan solutions, sits on the firm’s investment committee, and provides financial education to the next generation of client families.

Josh began his career in wealth management as an intern with Crew Wealth Management during his senior year at Cal Poly San Luis Obispo. Since then, he has grown into his role as a financial advisor through continued mentorship, education, and client experience. Before joining Crew full time, he also completed an internship at another wealth management firm, giving him a strong foundation in financial planning and client service.

He earned his Bachelor’s degree in Finance from California Polytechnic State University, San Luis Obispo, and holds the CERTIFIED FINANCIAL PLANNER™ designation (CFP®). Josh has also completed the SIE, Series 7, and Series 66 registrations with FINRA (through LPL Financial), as well as his California insurance license. He is currently pursuing his MBA at Cal Poly, with an expected completion date of June 2026.

Originally from Sacramento, Josh enjoys returning home to spend time with family and at Lake Tahoe. Outside of work, he likes cooking and BBQing for friends and family, staying active through weightlifting, running, and golf, and unwinding with movies and TV shows with his girlfriend, Shayna, a local middle school teacher.