As the CEO of an independent financial advisory firm, Josh Blaker takes his role as your fiduciary very seriously. One size does not fit all, and his firm seeks to fully understand people's individual needs and goals and then custom tailor a plan to meet them. Retirement is a journey, and Josh partners with his valued clients both throughout their financial future and that of their loved ones. With a unique focus on capital preservation, he utilizes the best suited tools in the industry to help achieve financial goals. Combining income planning, institutional wealth management and estate planning strategies, the firm dedicated to providing the highest quality advice and wealth management solutions to simplify and enhance the quality of lives.
Joshua Blaker maintains the Series 65 Investment Advisor Representative securities license and holds the Registered Financial Consultant - RFC® designation. He is also multiple state licensed in Life and Health Insurance.
When not helping clients increase their confidence about their financial futures, Joshua enjoys golf, surfing, snowboarding, and spending time with his family. Joshua is a resident of Gilbert, AZ where he resides with his wife Marcie and his two sons, Caden and Chance.