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.
Financial Advisor, Trek Financial
3303 S. Linday Road, Suite 103
Gilbert, AZ 85297
Investment advisory services are offered through Trek Financial, LLC., an SEC Registered Investment Adviser.