Joshua Aldus is a wealth advisor in the San Diego office of Octavia Wealth Advisors. He believes that time is the most valuable resource, and money can be used to help increase the quality and quantity of this resource. With that in mind, Joshua prioritizes the importance of clear communication between client and advisor because it can help achieve better outcomes in less time. He strives to be a trusted source of financial and economic information, providing insights to help each client reach their goals more efficiently.
Joshua enjoys supporting individuals and businesses to help them gain the benefits of:
- tax planning and investment management
- retirement planning and investment management
- employer 401(k) plans with ongoing employee wealth education
- community investing
Prior to joining Octavia in 2020, Joshua spent two years working with Midwest Financial Partners, five years working as a master trainer in personal fitness, and five years in the U.S. Navy.
Joshua earned a Bachelor of Science degree in Economics from the University of California, San Diego.
Una nota personal
Joshua was born and raised in a small coastal town in Maine. He grew up playing sports and exploring the great outdoors. In 2012, he moved to San Diego where he gets more time to enjoy those same activities because of the perfect weather. Joshua is enthusiastic about improving his community through education, and currently leads a morning wealth program at a local elementary school.