Josiahknows Careers in Covina, CA

As, your Personal Financial Consultant, I have designed my practice around structuring programs for individuals and businesses that empower you to accomplish your long-term goals. Along with a team of advisors, financial service companies, and insurance companies from around the country I work along with my clients to create prudent and successful financial plans and work with them as a coach in helping them to accomplish their objectives. I do not restrict myself to one company or set of ideas as it relates to your financial success. My client always comes first and, after having designed a plan that works for them I then work to find a company that can fulfill that plan. It is a bottom up approach to financial success that revolves around you. I focus on shaping ideas that propel my clients in this New Economy. If we are to succeed, we must be willing to adjust our sails, adopt change, and apply these changes to our financial planning as well. Feel free to message or email me directl