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 Eunicia Peret CEO of The Empowered Financial Planner Discussing Exit Planning for Business Owners - March 22, 2023
- Interview with Taliya Bashani, Real Estate Attorney, Negotiation Expert, and Founder of Tab Law Firm Discussing Her Book “Win The Listing” - March 22, 2023
- Episode #40-Credit Scores-The 15 Minute Financial Feast Podcast-With Mark Triplett & Troy Westendorf - March 21, 2023