Josh Wood

With over 25 years in financial services, Josh Wood brings experience that spans from Wall Street to the heartland. He has held financial licenses since 1996. Josh holds a bachelor’s degree in economics, a master’s in financial planning, and advanced credentials including the CFP® (Certified Financial Planner), MPAS® (Master Planner Advanced Studies), CRPS® (Chartered Retirement Plans Specialist), ABFP℠ (Accredited Behavioral FinanceProfessional), and APMA® (Accredited Portfolio Management Advisor). He is also fully licensed across investment, insurance, and advisory disciplines. Over the years, Josh has developed specialties beyond traditional planning solutions, such as advanced retirement plans for entrepreneurs and executives, to real estate liquidity and tax optimization. He has worked with a wide range of clients, including small business owners, ranchers, professional athletes, C-suite executives, and real estate investors. In the last decade, due to the significant population growth in Texas, he has also developed extensive experience with the many financial nuances facing those relocating to or within Texas. In between helping clients, Josh enjoys spending time with his family and horses on their ranch.