Broker Check
Josh Koehnen, CFP®

Josh Koehnen, CFP®

Managing Partner

Professional Bio


What is your role in the firm?

Managing Partner

What is your educational background?

I graduated Magna Cum Laude from San Diego State University with a Master’s degree in Finance and Tax Planning. Afterward, I 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®. I am also licensed to engage in the business of insurance in the State of California (CA Insurance Lic. #0E38312).

What’s the best advice you’ve ever received?

You must always give something of yourself first before you can expect to get anything in return. I truly believe that those who give first are rewarded the most.

Why do you do what you do?

I enjoy helping people make smart decisions about their money, and it is very satisfying when I see 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. We get to hear interesting life stories all the time and then connect as a team to provide strategies and solutions.

What do you feel most grateful for in life?

Family is the most important thing in my life. I have an amazing wife and three beautiful little girls that motivate me every day. I am so blessed and grateful to have them.