BakerAvenue Wealth Management
Josh has 15 years of financial planning and investment management experience working with high-net-worth families, business owners and corporate executives. His areas of focus include individual retirement planning, corporate executive compensation plans, IPO planning and foundation/non-profit advisory work. He is passionate about helping clients achieve their financial goals and making an impact along the way.
Josh graduated with a bachelor’s degree in Economics from the University of Colorado and completed his financial planning certification through Boston University. He was awarded the Certified Financial Planner (CFP) designation in 2014.
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BakerAvenue Wealth Management
We believe Baker Avenue Asset Management offers a smarter, safer approach to growing and preserving your wealth. Our innovative investment style builds powerful downside protection into a strategy for long-term growth.