Originally from Chile but a Florida resident for most of his life, Joshua brings a unique blend of global perspective and local insight to Magnuson Financial. His appreciation of world culture and local traditions (finding hot-boiled peanuts at the local flea market) mirrors his approachable and down-to-earth style with clients.
Josh’s work-life began in the medical field and through a key role as a customer associate in construction materials sales he grew in client/customer relations. These two diverse experiences have been integral to what he brought to the finance world: commitment to service, and passion for continual learning—qualities that Magnuson Financial values deeply.
In his role at Magnuson Financial, Josh is one of the first points of contact for our clients. He excels at actively listening to client needs, ensuring every inquiry is met with care and professionalism. Whether he’s gathering important information, managing administrative tasks, or facilitating communication between clients and our advisors, Josh is dedicated to making every client feel valued and supported.
Josh holds his Series 7 license which further enabled him as a valuable team-player. Clients can trust that when they work with Josh, they are engaging a dependable team member who is committed to upholding the golden rule: treating others as he would like to be treated.
Josh is blessed to be married to Brittani since October 15th, 2023.
