Joshua D. Valdivia, CFP® works with Curtis Farrell and team, along with many of the other CERTIFIED FINANCIAL PLANNER™ practitioners at FMN. Joshua graduated from California State University, San Marcos with a bachelor’s degree in Business Administration. He is a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards and is also a member of the Financial Planning Association. Joshua is a Registered Representative with FMN Capital Corporation and an Investment Advisor Representative of Financial Management Network. He holds his Series 7 (General Securities Representative Exam) and 66 (Uniform Investment Adviser - Combined State Laws Exam) licenses.

Joshua had the opportunity to learn a comprehensive and holistic approach to financial planning and investment management through FMN’s rigorous mentorship program. He thoroughly enjoys working on cash flow management, tax planning strategies, retirement projections, portfolio construction/management, estate planning, advanced insurance case design, employer sponsored plans, and business transition planning with many of the advisors at FMN. As a licensed life, health, disability, and long-term care insurance agent, Joshua handles the vast majority of needs that arise from the team’s clients in this area of financial planning.

Joshua is looking forward to a long career of helping people and businesses with their finances. When he’s not working, you can find him in the waves, deserts, and mountains of California and beyond. When not spending time outdoors, Joshua reads exhaustively to stay up-to-date on the financial markets, the current business environment, economics, politics, and creative financial planning strategies.