Business Owners, Academics, Attorneys, Therapists, Teachers, Tech, Engineers and Architects, Real estate, Family Businesses/Family Enterprises
About
Josh is a Certified Financial Planner and Tenured Professor of business specializing in helping people align their finances with their Values and Purpose.
He has been quoted in articles in dozens of media including Forbes, Consumer Reports, CNBC and more. And has two-decades experience guiding entrepreneurs and families as a CFP® fiduciary financial advisor; Tenured Professor of Personal Finance and Entrepreneurship; business consultant; and founder of Purposeful Finance, a 501(c)3 nonprofit.
Josh teaches Personal Finance and Entrepreneurship courses as a Tenured Professor at El Camino College in Los Angeles. He has written personal finance and entrepreneurship curriculum that has been adopted by multiple community colleges. His personal finance curriculum has been accepted by the CSU Chancellors Office as meeting general education math requirements for all Cal State Universities.
Aligning Finances with Values and Life Purpose
Professional Specialty Areas
Issues and needs
Occupational specialties
Business Owners, Academics, Attorneys, Therapists, Teachers, Tech, Engineers and Architects, Real estate, Family Businesses/Family Enterprises
First Nations/Indigenous, Hispanic, Latinx, Caucasian, East Asian, South Asian, Middle Eastern and North African, Black, or African American, Native Hawaiian and Pacific Islander
Relationships/Family, Anxiety, Retirement, Children and Adolescents, Disability/Ability, Cross social class marriages/relationships, Wealth inequality within the family system, Interracial/intercultural relationships and marriage, Transgender, Stress, Family conflict, Financial secrets
Business Owners, Service industry, Tech, Engineers and Architects, Family Businesses/Family Enterprises
Relationships/Family, Anxiety, Stress, Family conflict, Financial secrets
Business Owners, Doctors/Dentists, Academics, Attorneys, Therapists, Teachers, Service industry, Digital nomads, Tech, Engineers and Architects, Sales, Real estate, Clergy, Family Businesses/Family Enterprises, Pre Marriage