Joshua Rolin

Licensed Advisor

Meet Josh Rolin, a financial strategy enthusiast who is passionate about helping others improve their financial positions in life. Josh’s interest in finance was ignited during his freshman year of college, and he has been dedicated to learning and growing in this exciting field ever since.

He recently graduated from California Baptist University with a degree in personal finance, equipping him with the knowledge and expertise to make a positive impact on people’s financial lives. With a deep understanding of financial principles, relentless pursuit of excellence, and a genuine desire to help others succeed, Josh approaches his work with enthusiasm and dedication. He believes that everyone deserves to achieve their financial goals and experience financial security, and he strives to empower his clients with the tools and knowledge they need to make informed financial decisions.

When he’s not working, Josh enjoys spending time at the gym, staying active and healthy. He also cherishes moments spent relaxing with friends, and he appreciates the beauty of spending time in nature. Josh’s hobbies align with his passion for a balanced and fulfilling life, where he values both physical well-being and meaningful connections with others.

As a graduate in personal finance, an avid student of the latest and most relevant strategies and data, Josh is well-prepared to make a meaningful difference in the lives of his clients. He is committed to providing top-notch financial guidance, tailored to your unique financial situation and goals, so you can be well on your way to achieving your financial dreams!