Joshua Turley, CFP®, CFA®
Managing Director
With more than 18 years of experience in the financial services industry, Josh Turley takes his role as a financial advisor seriously and has earned both the CFP® certification and CFA® designations in order to provide fact-based guidance. Josh takes great pride in helping his clients financially prepare for major life events such as sending their children to college, retiring well, making gifts in support of charitable causes, transferring wealth to the next generation and much more.
Helping clients manage their investments during the financial crises of 2007-2009 was a formative experience for Josh. During that time, he had the realization that risk and cash-flow management were the primary determinants of investor outcome and because of that belief he has rigorously implemented those factors into all client portfolios.
Josh currently lives in Dana Point, California, and has a daughter, Ella Holden. In his free time, Josh lives a very active lifestyle scuba diving, playing golf, cycling and traveling to unique locations across the globe.
CA Insurance License Number: 0D83754. Resident State: CA.