His business mission is to create unexpected value for our clients by building high-trust relationships and delivering an outstanding financial planning experience.
Prior to Keystone, Josh was a financial advisor with Addison Avenue, a credit-union based firm that provided wealth management and financial education services to workers at technology companies. Josh continues to work with employees and retirees of technology companies.
Josh is a CERTIFIED FINANCIAL PLANNER™ professional and has earned his Master’s degree in personal financial planning. The CFP® mark is the gold standard for financial planners and advisors. Josh is also an Accredited Wealth Management Advisor, Accredited Asset Management Specialist, and has earned the Master Planner Advanced Studies designation.
Because of his deep knowledge and experience, Josh is a sought-after source among regional and national media outlets. His insights have been featured at CNBC, Investor’s Business Daily, USA Today, U.S. News & World Report, The Street, Yahoo! Finance, InvestmentNews, and Denver’s NBC affiliate 9News.
Learn More: https://www.keystonefinancial.com/
Recent episodes from Mike Saunders, MBA (see all)
- Interview with Randy Crabtree, Co-Founder and Partner of Tri-Merit Specialty Tax Professionals - October 20, 2021
- Episode #15-Alternative Learning Options for Children of Entrepreneurs: Charity Muhammad of Planting Pure Seeds Academy - October 19, 2021
- Episode 184-Andrea d’Agostini’s Five-Step Process to Help Your Business Grow-Building My Legacy with Lois Sonstegard, PHD - October 19, 2021