In February of 2017, my wife and I moved to the Pacific Nortwest from Florida. We were newlyweds with a lot of ambition and an eagerness to leave behind the humidity, hurricanes and hazardous wildlife. We explored Washington for a few months and fell in love with our new home here in Vancouver, WA. Shortly after arriving in Washington, I earned my Series 7 and Series 66 registrations and joined Edward Jones as a financial advisor. Growing and learning are vital parts of being a financial professional, so in March of 2020, I earned the Accredited Asset Management Specialist™ designation. In August of 2022, I became a CERTIFIED FINANCIAL PLANNER™ professional, and I continue to be a student of my industry.
Here is what you can expect when working with me. First, I will ask a lot of questions. It will be important for me to understand what's truly most important to you and what you plan to accomplish with your wealth. The conversation will go beyond just you and your immediate family as we explore the possibilities that your wealth can provide. Second, we will thoroughly address all aspects of your financial life. This sounds more overwhelming than it actually is. However, sometimes we need to talk about difficult topics (death, disability, etc.) as we create your personal financial strategy. My goal is to do all the work for you, so we will start our relationship with a lot of questions and then we will go to work on your behalf once we have a clear understanding of you and your goals. Finally, I will partner with you, your family and your trusted professionals (CPAs, attorneys, realtors, lenders, etc.) to routinely review and evaluate your financial strategy. At a minimum, we will meet once a year to revisit what's most important to you and to change course when necessary.
When I’m away from the office, you can usually find me spending time with my wife, Maria, and our two little boys or golfing at some of our amazing local golf courses. I enjoy all things outdoors and I’m always looking for a reason to breathe some fresh air and snap a couple of photos. Even though I have been all over the United States, I have barely scratched the surface of all that our great country has to offer. Ask me about my adventures sometime and feel free to visit my office to see my adventure photo wall!
- Intergenerational Planning
- Estate & Legacy Strategies
- Wealth Strategies
- Retirement Savings Strategies
- Portfolio Reviews
- Entrepreneurs & Business Owners
My Personal Interests
- Outdoor Enthusiast
- Sports Enthusiast
Phone NumberJosh Hollandsworth at (360) 839-2368
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