Josh Weaver
Creating Financial Peace of Mind
- Role
- Private Wealth Advisor at Paradise Cay Financial
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
Experience
Private Wealth Advisor
Apr 2015 — Present
As a Private Wealth Advisor and Certified Financial Planner (CFP), I help tech executives, successful families, and retirees create personalized financial plans that guide them through their income-earning years and into retirement. Focused on \"Creating Financial Peace of Mind,\" I offer expert guidance on key decisions, ensuring clients have the clarity and strategy needed to achieve long-term security and success.
Education
University of California, Berkeley
BA, Economics
1992 — 1996
Skills
- Capital Markets
- Series 7
- Bloomberg
- Equity Trading
- Alternative Investments
- Securities
- Trading
- Wealth Management Services
- Hedge Funds
- Wealth Management
- Equities
- Series 24
- Series 63
- Finra
- Electronic Trading
- Series 55
- Equity Research
- Fixed Income
- Investments
- Certified Financial Planner
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