Josh Koehnen

Josh graduated Magna Cum Laude from San Diego State University with a master’s degree in Finance and Tax Planning. Afterward, he became a Certified Financial Planner™ and continued to expand my education and expertise by becoming a licensed real estate broker and a member of the National Association of REALTORS®. He is also licensed to engage in the business of insurance in the State of California (CA Insurance Lic. #0E38312).

Josh enjoys helping people make smart decisions about their money, and it is very satisfying when he sees that the guidance, we provide makes a real difference in helping them pursue their goals. Each day always brings a new experience, challenge, or adventure. Josh gets to hear interesting life stories all the time and then connect as a team to provide strategies and solutions.