Meet Josh Manwaring

Josh is a well-known speaker on retirement and investment planning. For nearly 20 years, he has taught thousands of investors how to build wealth, create income streams and minimize taxes. He has the “heart of a teacher” and is dedicated to helping people preparing to retire or those already retired create and live an independent retirement.

Josh is passionate about sharing his financial literacy with his community and believes planning for retirement should have purpose behind it, designed with achievable goals so everyone can live the retirement they envision.

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Josh Manwaring
Financial Advisor, Trek Financial
3303 S. Linday Road, Suite 103
Gilbert, AZ 85297
[email protected]
(480) 744-1112
https://trekfinancial.com/josh-manwaring/

Investment advisory services are offered through Trek Financial, LLC., an SEC Registered Investment Adviser.

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Investment Adviser Representative and Advisory Services offered through CreativeOne Wealth LLC, a SEC Registered Investment Advisory firm.

Licensed Insurance Professional. This material has been prepared for informational purposes only.  It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional legal advice for applicability to your personal situation. Annuities are products of the insurance industry; guarantees are backed by the claims-paying ability of the issuing company. Respond and learn how annuities and life insurance can be used in various stages of planning for retirement income.

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