Joshua Oronce

Experience

1. Financial Advisor

   Bta Advisory Group

   Jan 2021 — Present

   Licensed in: AZ, CA, CO, CT, DC, DE, ID, IL, MA, MD, NC, NJ, NV, NY, OR, PA, TX, VA, WAWhere most advisors just place you in retirement accounts, investment accounts and insurance products without always taking into full consideration all your short to long term goals, we take a fully comprehensive planning approach, not only solving one\'s immediate needs, but also setting up clients\' foundations to achieve their goals decades down the line. For middle America, we provide full financial services and can help with basic financial planning, insurance and investments. For the business owner or high net worth individual, we provide creative proprietary strategies to potentially minimize tax liabilities, while increasing cash flow and bolstering asset protection by recapturing money going out the door and putting it back to use for you. With our expert team of planners and consultants, we also service corporate clients, providing benefits consultation for health and supplemental insurance in addition to compliance centric 401(k) management.

Education

• UC Santa Barbara

  Bachelor of Arts (BA), Political Science and Government

  2010 — 2014

Skills

• Communication
• 401(K) Retirement Savings Plans
• Marketing Strategy
• Personal Finance
• Social Media
• 401k Rollovers
• Long-Term Care
• Personal Financial Planning
• Networking
• Politics
• Premium Financing
• Tax-Advantaged Investment Strategies
• Event Planning
• Pension Funds
• Financial Structuring
• Indexed Annuities
• Defined Benefit
• Teamwork
• Public Speaking
• Management
• Sales
• Annuity Sales
• Group Benefit Plans
• Financial Services
• Leadership
• Time Management
• Life Insurance
• Marketing
• Permanent Life Insurance
• Market Research
• Financial Planning
• Recruiting
• Retirement Planning
• Social Media Marketing