Joshua Winterswyk, CFP®

Financial Advisor

Joshua had planned to study medicine—until a high school economics course changed his mind. That course ignited a passion for personal finance that propelled him to earn degrees in business and finance. After graduating from CSUSB, he launched his career in finance at Citibank—but soon realized it wasn’t quite what he wanted. Though he appreciated the wide-ranging experience the job provided, he wanted to help people more comprehensively than his work allowed. That’s when his mentor and Evermont’s founder, Brent Pasqua, reached out to him.

Today, Joshua helps clients achieve their goals by offering the comprehensive financial planning he had long envisioned. As an advisor, he helps meet the financial and investment needs of clients, including retirement planning, budgeting, and insurance analysis. He loves the process of putting a plan together that his clients can easily understand and deepening the impact he can have. Joshua attained his CERTIFIED FINANCIAL PLANNER™ designation.

Joshua lives in Rancho Cucamonga with his wife, Brooke, and their dogs, Memphis and Mila. A lover of all things sports, he is a Los Angeles Football Club season ticket holder and a member of the American Outlaws, the supporters club for the U.S. men’s national soccer team. When he’s not cheering on his favorite teams, he and his wife enjoy days in L.A. with Memphis and Mila and trying out new restaurants, breweries, and wineries.

FUN FACTS

  1. Enjoys the global diversification of his pups, an American Boston terrier and French bulldog.

  2. Loves the variability of a dance floor, especially when 80’s are playing.

  3. Goes all in for soccer and is an American Outlaw and LAFC season ticketholder.