Josh Fredendall

Wealth Advisor

Role: Wealth Advisor at SteelPeak Wealth
Location: Los Angeles, CA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Wealth Advisor
SteelPeak Wealth
Sep 2022 — Present

Education

University of Washington
Bachelor's Degree, Political Economy
2011 — 2015

Contact information

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Work email
j••••••••@spwm.com
Personal email
•••••@•••••.com
Direct dial
+16•••••••54

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Current company

SteelPeak Wealth

Financial Services · 100 employees · Founded 2012 · Woodland Hills, California, United States

SteelPeak Wealth is an independent wealth management firm that helps individuals and families achieve their financial aspirations. We build wealth for every life stage, transforming complexity into clarity using a disciplined, proprietary process with a proven track record of success serving as fiduciaries. SteelPeak Wealth takes a comprehensive long-term approach to meet immediate needs while taking a long view to wealth creation, retirement planning, college expenses, estate planning and all the other financial milestones life presents. With dexterity and enthusiasm, SteelPeak Wealth develops bespoke wealth management programs to transform financial dreams into financial plans within reach.

steelpeakwealth.com

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Experience

Wealth Advisor

Education

University of Washington

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