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With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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Joshua Axel CFP

Managing Director–Wealth Management

Josh began his financial services career with UBS in 2000. Josh is a graduate of California Polytechnic State University, San Luis Obispo. Josh works alongside retired individuals, business owners, and non profit organizations with a focus on financial planning, portfolio construction, and stock option financing. Josh is actively involved in Temple Beth David, and enjoys spending time with various charitable organizations. Josh enjoys golfing, and is a life long baseball fan. Josh lives in Long Beach with his wife Amy and their two daughters, Heather and Samantha.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • ID
  • IN
  • KY
  • MA
  • MD
  • ME
  • MI
  • NC
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI
  • WV

Education

  • California Polytechnic State University, San Luis Obispo

Credentials

  • Senior Portfolio Manager
3030 Old Ranch Parkway
Suite 300
Seal Beach, CA 90740
  • (562) 343-9164

Email Me

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ElectionWatch 2024

24 questions for the '24 US election

Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

Download the report

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