Joshua Thompson

Chartered Financial Consultant · Enrolled Agent · Certified Tax Coach

Melissa, Texas

Virtual

Specialties

Business OwnersWealth ManagementInvestment PlanningFinancial PlanningTax Planning

About Me

Joshua joined the United States Marine Corps at a young age.

After leaving the Marine Corps, he pursued the next chapter in life. He attended Moorpark College, graduating with degrees in Business and Economics. He later developed a love for helping individuals and businesses with their taxes. Joshua graduated from California Lutheran University with a Bachelor of Science in Accounting. It was while he was pursuing this degree he sought the Enrolled Agent designation and shortly after became a Chartered Financial Consultant. Joshua now focuses his time working with clients that have the future top of mind when it comes down to financial, tax, or estate planning.

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Interests & Hobbies

BasketballFamilyBusinessTaxFinancesInvestmentsStock MarketReal Estate

Ready to talk?

Always free for clients.

Credentials

Chartered Financial Consultant, Enrolled Agent, Certified Tax Coach

Chartered Designations

What do these credentials mean?
See FINRA's official explanation →

Connect

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SEC Investment Adviser Public Disclosure

Disclosures

Please contact Joshua for disclosures and disclaimers.