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/
Mike Saunders, MBA
Recent episodes from Mike Saunders, MBA (see all)
- Interview with Stanley Targosz, Founding Member of The Responsible Brand Discussing Lifestyle Protection During the Expensive College Years - April 25, 2025
- Interview with Eric Liriano, CFP®, Principal and Founder of Liriano Wealth Advisory Group-IRA Strategy - April 24, 2025
- Interview with Stanley Targosz, Founding Member of The Responsible Brand Discussing Cashflow Management to Fund College Without Affecting Your Retirement - April 23, 2025
