Cfp® Josh Koehnen

Josh Koehnen serves as Managing Partner at Premier Wealth, where comprehensive financial planning and wealth management services are provided to professionals, families, and small business owners since January 2004. Koehnen also holds the position of President at Premier Realty Solutions, Inc., responsible for real estate brokerage services since November 2007. Additionally, Koehnen works as a Registered Representative with Independent Financial Group, offering securities and advisory services. Prior experience includes serving as a Financial Advisor at Financial Designs, Ltd. from December 2001 to May 2010, and as a Registered Representative at QA3 Financial Corp. between June 2002 and March 2004. Koehnen earned a Master's degree in Finance & Tax Planning and a Bachelor's degree in Finance from San Diego State University.