Professional Background
Josh is a CFO for the Business Strategy Services team. He provides advisors with actionable insights based on financial analysis and business plans to help drive higher practice valuations.
Josh has over a decade of experience in the financial services industry with the large majority of his experience as a LPL Financial employee. During his tenure with LPL, Josh has facilitated the execution of hundreds of practice acquisitions, guided advisors on valuation improvement strategies, and provided budgeting/forecasting support to LPL’s National Sales division. Formerly, Josh was the Director of Investment Banking with DeVoe & Company and the Director of Valuations with Succession Resource Group.
Education and licensing
Josh has a Master’s degree and Bachelor’s degree in Corporate Finance from The University of Arizona, and has been a Certified Valuation Analyst (CVA) since 2017.
Personal Information
Originally from Scottsdale, Arizona, Josh moved to San Diego in 2011 where he currently resides with his wife and bernedoodle dog named Ruby. He enjoys reading, swimming, surfing, and the occasional night-dive for lobster.