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Josh Chapin

Josh Chapin

Private Equity, Alternative Investments, and Wealth Management

Josh has an extensive background in financial planning, with specific expertise on "little-known" investments and tax planning concepts. Since founding Breakwater Capital, and now in collaboration with RTB Financial Group, 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 has an extensive background in financial planning, with specific expertise on "little-known" investments and tax planning concepts. Since founding Breakwater Capital, and now in collaboration with RTB Financial Group, 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 combines his passion for building long-term relationships with sophisticated strategies to provide robust investment and advanced tax strategies for high net worth clients so they can navigate the uncertainty of today's investment climate. As his client's CFO, Josh delivers thoughtful advice, personalized experience, and resourceful knowledge and insights that they depend upon. Fundamental to the success of Breakwater Capital and in collaboration with RTB Financial Group, 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.