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Josh Cepeda

Josh Cepeda CFP®

Senior Wealth Advisor

I provide comprehensive wealth management, retirement planning, and financial planning to clients. My primary goal is to help my clients feel confident that their affairs are in order. Wealth comes in all shapes and forms, and educating clients on their options is where I provide the most value. Together, we formulate a personalized financial plan for today, and then make adjustments over time as life and goals change.

What is something about you that might surprise your clients?

My father’s family is from the island of Guam.

Who is your hero? Why?

John Wooden was one of the greatest coaches of all time—if not the greatest. He was a man of character, integrity, and humility who not only succeeded on the basketball court, but made a lasting impact on the lives of his players, and so many others.

What are you passionate about outside of work?

I am passionate about my family, faith, and sports.