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 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
Crabbing in the Presidio, San Francisco.
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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.
Finally, 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. Love Is Blind, The Bachelor, Selling Sunsets. 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!
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