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Career in Financial Planning
Josh is a Private Wealth Advisor and a CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional at AWM Capital.
Josh prioritizes providing clients with the tools and resources to expand their influence, whether they are an athlete or business owner.
As a trusted advisor in all facets of life, his goal is to expand a client’s positive influence on others and in their respective communities.
Prior to AWM, Josh worked four years at KPMG LLP as a lead Senior Auditor, specializing in the audits of financial statements of public companies and initial public offerings.
College Baseball Player
Josh earned a Masters of Accounting from Arizona State University (ASU).
While at ASU, Josh was a four-year letter earner for the baseball team and was the captain his senior year.
Personal Life
Josh lives in Tempe, Arizona, with his wife Kelsey and their three boys, James Tobias, Samuel Theo, and Josiah Caleb.
Josh is passionate about craft beer, fly fishing, and woodworking.
Advanced Designations & Certifications
Certified Financial Planner® (CFP®)
Retirement Management Advisor® (RMA®)
Certified Public Accountant (CPA)
Education
ASU– Masters of Accounting
ASU – B.S. Accountancy
More from Josh:
Latest blogposts from Josh:
Athlete Taxes: Safe Harbor Strategy
In this article, we aim to provide quick and easy guidance on how to handle your MLB 401(k) plan and point you in the right direction on the following: What is a 401(k) plan? When can you contribute? Types of contributions and what to do when you retire
In its essence, the jock tax allows states to tax professional athletes for the income they generate while playing on their turf. Learn what you can do to minimize your jock taxes in this article.
For the majority of you, your signing bonus will be your first exposure to a significant amount of money. It will also be your introduction to paying a significant amount of tax.
In this article, we aim to provide quick and easy guidance on how to handle your MLB 401(k) plan and point you in the right direction on the following: What is a 401(k) plan? When can you contribute? Types of contributions and what to do when you retire
Many of us have had to fill out a form or input a certain amount of money to be deposited into our 401(k) account. Usually, we determine this savings amount during an onboarding process of a new job or career. Sadly – this is often the last time we look at our 401k contributions.
Many of us have had to fill out a form or input a certain amount of money to be deposited into our 401(k) account. Usually, we determine this savings amount during an onboarding process of a new job or career. Sadly – this is often the last time we look at our 401k contributions.
An athlete’s tax return necessitates specialized expertise and a thorough understanding of their industry, business, and cash flow. Without this unique knowledge, grave mistakes can be made when filing an athlete’s tax returns. Too often, these mistakes equate to tens of thousands of dollars of over overpaid taxes, and missed tax-free investment opportunities.
As a reminder, there are 3 sources of capital – Human, Financial and Social. For most of us, our financial capital is held within tax deferred retirement accounts – 401ks, 403bs, and IRAs. All well-constructed retirement plans include the optimization of taxes within your financial capital. Households optimize this through a strategy known as a Roth Conversion.
As a reminder, there are 3 sources of capital – Human, Financial and Social. Today, we will expand on Human Capital or today’s value of future earnings from being an employee or business ownership.
As a reminder, there are 3 sources of capital – Human, Financial and Social. Today, we will expand on Human Capital or today’s value of future earnings from being an employee or business ownership.