Insurance Strategies, Investment Strategies (Reg. Reps Only)
CA Insurance Lic. #0G59047
Josh Miceli was raised locally in Los Gatos and went to high school at Bellarmine Prep in San Jose. He graduated from Cal Poly-SLO in 2009 and has been in the business ever since. He started as an intern years ago and joined us as a full time advisor in 2009.
His practice consists of younger families starting out and helping young professionals start off on the right path financially. Josh also has experience in the business markets with 401k implementation and retirement planning for executives and business owners. He earned the CERTIFIED FINANCIAL PLANNER (CFP®) designation which is regarded amongst the highest in the industry.
Joshua Miceli is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC, MemberSIPC. Supervisory Office: 17550 N. Perimeter Dr. Suite 450, Scottsdale, AZ 85255, (480) 538-2900.
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