Joshua E. Hernandez - CFEd Certified Financial Educator - Orange, California

Jackie T.

I cannot recommend Joshua Hernandez highly enough! From our first meeting, he took the time to genuinely understand my financial goals, concerns, and priorities, and has helped me build a financial strategy that I can work with and stay motivated by. He possess an incredible wealth of knowledge in all areas of finance—investments and retirement planning and tax saving strategies. What truly sets Joshua apart is his great desire to help families better plan their future. Additionally, he is great at explaining financial and investment concepts in plain English so that people from all walks of life can understand.

Thanks to Joshua, I now feel better equipped to deal with life’s surprises. He’s been patient with me and very responsive every time I contact him; always going the extra mile to make sure understand. Two thumbs up!!

Lisa D.

My husband and I have been partnered with Joshua for about 15 years and not only has he given us the best financial advice he has become a good friend. Joshua is always there for guidance and often has several options based on our comfort levels. From starting a new business and structuring retirement plans for us and our entire staff to helping us manage our personal portfolios he is completely engaged and ready with the best possible strategies. We get webinars, emails, texts and consistent opportunities for continued learning.
Did I mention he has become is a good friend…. An all around great person that also knows how to salsa dance. Thanks Joshua for everything you continue to do for us.

Ivana T.

Joshua has been a great support on my journey to financial security and freedom. He is a very knowledgeable educator and what I treasure the most is his dedicated work with my daughter on her financial literacy and skills.

Alicia B.

I met Joshua over 5 years ago through a mutual friend when I was looking for Someone who could help me and my husband to get on the right track financially.

Since the first meeting with Mr. Joshua, we connected and he has been a blessing ever since as our financial coach. Joshua has helped us get our retirement set up, understanding about how money works, conducting financial planning workshops for my staff, and so much more. If you are in need of a financial coach who is sincere, has your best interest, non pushy, knows his craft and has the right expertise and experience in financial services, I highly recommend Mr. Joshua Hernandez. My husband and I are so much further ahead financially then we ever were before we met Joshua, and you can be to. Thank you Mr. Hernandez.

~Alicia, California

Mary L. V.

My cousin introduced me to Joshua about 3 years ago. I wish I had met him when I was younger and still working. I never had a finance advisor and should have. Josh is the kind of advisor every individual should have in their life. He is kind, very knowledgable and always willing to take the time to answer any question I might have, no matter how insignificant.

When I first met Joshua, I was looking for ways to save money for my grandchildren' s future, but I have always been hesitant to take chances. Josh offered many ideas and I decided on a plan that I am very comfortable with. He manages it, and I watch the money grow.!

He is always there for me and makes it so easy to reach him for questions. He takes the time to educate, not dictate, what I should do, and, with his guidance, helps me make decisions.

He recently took his time to look into a retirement fund that wasn't doing well. He found some great possibilities for change for me. He spent an hour with me on video chat showing me charts and diagrams of different possibilities. He is patient and keeps his explanations simple to understand.

Joshua is thorough and thoughtful and I am grateful that I have him as an advisor and a friend.

Silvia E.

Joshua has been a tremendous source of knowledge and support. When I was going in for major surgery and needed to estate plan and leave things in order he was my go to. He helped me thru the process, taught me some things along the way and continues to be a reliable source of information and education.
I trust him with all my personal financial information and know I can always count on him. He is reliable and collaborative, I’ve always felt that I can go to him with anything. I’m grateful to have met Josh and to have a professional that I can rely upon.

Tracy P.

I have been with Joshua for about 10 years and he has provided me with the best customized service based on my financial needs. Joshua’s always in communication sending updates, messages, forecasts, and suggestions on my investments. He makes my money work for me and understands my family’s needs. He is more like a family friend than an advisor because he cares about my family and always checks in to see how we’re doing. I most definitely recommend Joshua and trust him with my future.

Linda D. F.

I am a 75 year old single woman with two grown children. I met Josh at a church function 10 years ago. After chatting with Josh for a bit, I decided to meet with him and discuss my retirement plans. We discussed options, and even though I am not very trusting of financial advisors, Josh seemed authentic and genuinely caring about my retirement funds. I decided to move forward with Josh and his suggestions. Because of my age, Josh has been very conservative with my retirement money. He makes himself available when I have questions, and I often feel as if I am speaking with a family member. He is authentic and personable. You will like him.