About Josh

Josh approaches the financial profession in the same way he cultivates all relationships, with a focus on his passion for people. Whether this be through his family, friends, clients, or peers, Josh values building and maintaining strong relationships based on accountability and respect.

Josh combines consistency, ingenuity, and a growth-oriented mindset to guide his clients on their path toward financial security.

Josh’s goal is to build a long-term relationship with each client and to become a consistent, trustworthy resource as they progress in their career and personal life. He works closely with his team to identify the needs of his clients, clarify their values, and develop a road map to become financially secure. With the resources available and a talented team behind Josh, he can provide financial education and guidance through every element of his client’s financial strategy.

Outside of work, Josh enjoys surrounding himself with friends and family, and staying active. He can often be found firing up the grill, playing golf, or tennis. Josh attended Arizona State University, where he was a member and captain of the Arizona State wrestling team. While competing, his team won two PAC-12 conference championships and he was an individual PaC-12 conference champion.

Qualifications

• Life, Accident, and Health License – Arizona, California, and Pennsylvania
• Series 7
• Series 66

Services

Josh works with Stephanie Tsang, CFP, ChFC, CEPA, CDFA North Star Partner and Financial Advisor. Together they combine their skills and expertise on specific areas of wealth management and financial planning to provide exemplary service to their clients.

• Comprehensive advice-based financial planning
• Investment Allocation and Portfolio design
• Risk Management and Asset protection
• Debt management
• Estate planning and leaving a legacy
• Wealth accumulation and distribution strategies

Events

With a focus on education and empowering individuals to take charge of their finances, Josh and his team often host educational dinner seminars and virtual webinars in several states including Pennsylvania, Arizona and California.

Professionals include:

• Physicians
• Dentists
• Vets
• Pharmacists
• Med & Pharm Sales Professional
• Mid-level providers

Josh and his team also hold financial literacy dinners and seminars for residency and fellowship programs in Arizona and Pennsylvania where they present to a program individually during didactics

Previous events have been held for:

• Allegheny Health Network
• University of Pittsburgh Medical Center (UPMC)
• Midwestern Dental
• AT Stills Dental
• Other programs across the country