As a financial planning specialist at Goldstein & Associates, Josh collaborates with advisors to organize and prepare comprehensive financial plans, which fit each client’s unique situation. He takes great pride in providing exceptional service and helping the firm’s clients however he can. Every day, Josh strives to exemplify his personal motto: “Be humble. Never stop learning. Give more; take less.”
Josh graduated summa cum laude from the University of Wisconsin-Eau Claire with a bachelor’s degree in finance. He chose a career in financial planning because he loves finance and enjoys the personal side of the financial services industry. He appreciates the opportunity to build relationships with so many unique and diverse clients and takes pride in knowing that the personal attention they receive enables them to focus more on the things they love and worry less about financial concerns.
In addition to being involved with Make-A-Wish Wisconsin and supporting other charitable causes, Josh enjoys hiking and loves traveling to new places. His visits to Olympia National Park and Crater Lake National Park have been his most memorable trips so far. Throughout his visits to numerous different places, one remains his favorite and that place is Bend, Oregon. Josh tries to visit Bend every year and he aspires to someday call it home.
Of all the people Josh admires, his father has had the greatest impact on him. “My dad grew up with nothing and instead of letting his circumstances define him, he chose to build a life of great value and integrity,” Josh says. “He is the reason why I always push myself to be better.”
- Accredited Portfolio Management Advisor (APMA®)
- Working towards Certified Financial Planner (CFP®) certification