Josh has an extensive background in financial planning, with specific expertise in "little-known" investments and tax planning concepts. Since founding Breakwater Capital, and now in collaboration with RTB Advisors, Josh has developed a diverse and valuable background as an advisor working with high-net-worth individuals and successful small business owners. He also focuses on working with CPAs helping them offer more proactive and holistic planning to their clients.
Josh delivers thoughtful advice, personalized experience, and resourceful knowledge with insights clients depend upon. Fundamental to the success, Josh employs a common-sense approach to complex challenges while always putting clients' interests first.
Josh currently resides in Newport Beach, CA. Outside of work, he is an avid golfer, enjoys new experiences through travel and food, and is involved in numerous charitable organizations.