Focus: Insurance Strategies, Investment Strategies
CA Insurance Lic. #0G59047
Josh Miceli was raised locally in Los Gatos and went to high school at Bellarmine Prep in San Jose. He graduated from Cal Poly-SLO in 2009 and has been in the business ever since. He started as an intern years ago and joined us as a full time advisor in 2009. Josh reached both the 6 month and 1 year Rising Leader award along with qualifying for the nationally recognized Leaders Club in 2010 and 2011.
His practice consists mostly of younger families starting out and helping young professionals start off on the right path financially. Josh also has experience in the business markets with 401k implementation and retirement planning for executives and business owners, being fully licensed with Series 7 and 66.
Joshua Miceli is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC, MemberSIPC. Supervisory Office: 17550 N. Perimeter Dr. Suite 450, Scottsdale, AZ 85255, (480) 538-2900.
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17550 North Perimeter Drive Suite 450
Scottsdale, AZ 85255