Joshua D. Anspaugh
Executive Wealth Advisor
LPL Registered Representative
CA Insurance Lic #4389769
Josh Anspaugh earned his B.A. in Management and Society from the University of North Carolina at Chapel Hill in 2008. Shortly after graduation, he joined Credit Suisse Investment Bank’s training program, working closely with large institutional clients during the challenges of the Great Recession.
During this pivotal time, Josh discovered his passion for helping individuals and families navigate their financial journeys. In 2014, he transitioned to a financial representative and consultant, dedicating himself to providing clients with the knowledge and tools to support their financial goals.
Josh views every client relationship as a partnership built on communication, trust, and collaboration. His commitment to delivering an exceptional client experience led him to join Partners Retirement and Wealth Management in December 2024 as a seasoned Executive Wealth Advisor, serving Credit Union Members in the greater Anaheim, California area.
Josh holds several licenses:
- Series 7, 66, 9, and 10 with LPL Financial
Outside of work, Josh enjoys surfing, spending time with friends and family, and volunteering to provide financial education in his community.