VTI Financial is committed to helping clients overcome today's economic challenges in order to pursue life goals. As a Financial Advisor, I aid clients in preparing for the unexpected, as well as pursuing long-term targets such as retirement, college savings, care for dependents, or that bucket-list vacation. My clients turn to me for assistance in developing comprehensive financial plans and to learn more about investment. I'm here to help for the long run, as well as to address your most pressing financial questions.
My first priority is your success. By learning about your personal situation and identifying your dreams and goals, I customize investment and planning solutions to prioritize your needs. Long-term relationships that encourage open and honest communication are pivotal to our achievements and the progress of our clients.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Josh is a dedicated Eastern Sierra resident committed to the well-being of clients and community. He came to financial advising after recognizing a widespread need for this essential service.