10 Nov Joshua Turley Welcomed To The TSG Wealth Management Irvine Team
IRVINE, CA – TSG Wealth Management Irvine is proud to welcome our newest Managing Director to the team, Joshua Turley, CFP®, CFA®. By making the move to the TSG Wealth Management Irvine office Josh believes that has helped insure that he can always put his clients first!
Josh brings his more than 18 years of experience in the financial services industry to the TSG team, He has earned both the CERTIFIED FINANCIAL PLANNER® (CFP®) and CFA® designations in his efforts to provide the best fact-based guidance he can for his clients.
“I take great pride in helping my clients financially prepare for major life events like sending their children to college, retiring well, making charitable contributions and the transferring wealth to their next generation,” says Josh.
TSG Wealth Management is one of the largest teams in the Wells Fargo Advisors Financial Network. As such we are continually looking to add quality partners to our organization and we’re thrilled to welcome Josh. Our leadership team is confident that his experience will be an instrumental addition in our pursuit of building what we feel is one of the leading wealth management organizations in the country.
We are honored to have Josh join us and we look forward to future success for our clients moving forward. If you’re a current client and would like to follow Josh and join him at TSG please contact us and we’ll send out the required forms.