Josh Axel

Partner

Josh has 25 years of experience working with individuals, business owners, and non-profit organizations, helping them achieve their financial goals and objectives through financial planning, asset allocation, and portfolio management. He began his financial services career with UBS in 2000 after graduating from California Polytechnic State University, San Luis Obispo, with a degree in business finance. Josh grew up in the Long Beach area and enjoys spending time with his family, hiking, and traveling. He is a lifelong baseball fan. Go Dodgers!