Joshua Yager is a CFP-designated registered investment advisor at Financial Vision LLC, based in Goleta, CA, with 27 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Retirement Planning, and 1 more. Their firm serves 31 clients with $74M in assets under management.
Compensation
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Financial Vision offers portfolio supervision, where they make the day-to-day investment decisions for you. They consider your cash flow needs, tax implications, and risk tolerance when managing your investments. They primarily use no-load mutual funds and exchange traded funds (ETFs).
Location
5290 Overpass Rd, Suite 217, Goleta, CA, 93111
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joshua is the CEO of Anodos Advisors, LLC, a financial consulting firm, dedicating nearly full-time hours to portfolio management and financial planning. He is also a manager at Gold Crest, LLC, a manufacturer of multi-use lighting products, spending minimal time on board-level oversight.
Employment History
Current Registrations
Financial Vision LLC
Previous Registrations
Anodos Advisors, LLC
Mercer Advisors
State Registrations1 state
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