Joshua J. Mogush, CRTP, API, AINS
Financial Advisor, Insurance Licensed
Joshua J. Mogush is an advisor with Leivas Tax Wealth Management. With more than 14 years of investment and insurance experience, he offers clients guidance on individual retirement and college plan strategies*, small business retirement plan solutions*, and risk management techniques aimed to protect individuals and businesses. Additionally, he can assist individuals and small businesses with tax return preparation. By offering financial* and tax services, clients can receive comprehensive services from a single professional.
Prior to joining Leivas Tax Wealth Management, Josh worked with a large regional insurance broker. Managing the executive benefits department, he counseled key clientele on business continuation strategies, including Key Executive Policies, Buy-Sell Agreements, and Bonus Life and Disability Insurance. In conjunction with his management role, he worked as an independent Registered Representative offering personal investment and insurance solutions.
Josh has had a lifelong passion for the world of investments and enjoys helping people solve their financial concerns. His ultimate goal is to provide clients the highest level of service, putting their needs first.
Josh holds securities licenses 7 and 63 through HD Vest Investment ServicesSM, and is a CTEC Registered Tax Preparer (CRTP). He received his degree in Economics from California State University, Fullerton and holds his Associate in Personal Insurance and Associate in General Insurance designations from the American Institute.
Outside of the office, Josh spends much of his time with his family and is active in his local church.
*These services are offered by Joshua J. Mogush through his affiliation with HD Vest.