Meet Josh Radman, CFP®, MBA, EA
I transitioned into financial planning from the tech world, where I also held a mix of equity grants. Like many of my clients today, I was excited to own part of the companies I helped build.
But that excitement quickly turned to confusion when it came time to actually develop a strategic plan. I understood that things like the Alternative Minimum Tax existed, but what I really needed was a holistic strategy — something that connected my equity decisions with my broader financial goals.
My own experience is what inspired me to found Presidio Advisors. Today, I help Millennials and tech professionals gain clarity and confidence around their equity compensation and path toward financial independence. Building deep, long-term relationships with my clients is what gets me up in the morning.
I’m based in Denver, CO and serve clients virtually across the U.S.
Things about Josh
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I am a 100% fiduciary and CERTIFIED FINANCIAL PLANNER®.
I’m also an Enrolled Agent (EA), the highest credential awarded by the IRS, which allows me to prepare tax returns and represent taxpayers before the IRS.
And, I am a graduate of the University of Southern California, summa cum laude, with a Bachelor of Science in Business Administration and of Harvard Business School with a Master of Business Administration. -
I’d love to visit as many of the US National Parks as possible. So far, I’ve been to 15 of 63…hey, it’s a bucket list. Notice all the outdoorsy pics? Not a coincidence. Visiting the African savanna on a safari is also high up on the list.
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I married the love of my life in the Presidio of San Francisco, a beautiful oasis overlooking the Golden Gate Bridge in the northwest corner of the city. We were also fortunate to live in the Presidio for two years!
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Probably Fall. Leaves are changing, the weather is crisp and perfect for running, and football season is starting.
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Between 2013-2022 I lived in 6 different states across every time zone in the continental US!
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Absolutely and unabashedly: reality TV. Survivor, Big Brother, Love Is Blind. I’ll take it all.
Strong winds at Joshua Tree National Park.
New hobby: pickling veggies. First-ever batch of pickled Okra.
Sequoia National Park (my favorite!)
Making the most of winter in Vermont!
Caught a fish. Benton, Arkansas.
Caught a slightly bigger fish (Lingcod). The smaller fish are Sea Bass. Seward, AK.
Pandemic got me hooked on road biking! Denver, CO.
The crew. Little Rock, AR.
“Look for 3 things in a person. Intelligence, energy, integrity. If they don’t have the last one, don’t even bother with the first two”
— Warren Buffett
Wedding day in the Presidio of San Francisco with my parents and wife!
