Joshua Khokhar, CFP®
Joshua has amassed over 15 years of experience in the financial industry. For over a decade, he served as a financial advisor at J.P. Morgan, where his primary focus centered around delivering comprehensive financial planning services. Within this role, he specialized in creating and overseeing customized investment portfolios tailored to the unique needs of high-net-worth clients.
Following the completion of a double major in Finance and Economics, he went on to earn his CERTIFIED FINANCIAL PLANNER™ designation.
What truly drives Joshua is his deep-seated passion for empowering clients to achieve financial freedom and prosperity.
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(858) 525-1564
9225 Towne Centre Drive, Suite 805
San Diego, CA 92121