Josh Dunlop

Josh Dunlop CFP®, CDFA®

Wealth Advisor, Co-Founder

Josh has over a decade of experience in personal finance and planning. Growing up he watched the impact money matters had on his family, and after watching his grandparents fall victim to a scam as a teenager he realized how important financial literacy was to a good life. With a CERTIFIED FINANCIAL PLANNER™ and Certified Divorce Financial Analyst® designation to his name, Josh has experience in helping people through all types of life transition. Starting with a career at Charles Schwab in 2011, Josh also worked as a government contractor helping members of the Colorado National Guard with their finances and plans for the future.

Josh is an avid writer and reader, with a love for cats (and a few feline roommates to boot). He has lived in Colorado for most of his life and is a graduate of the Metropolitan State University of Denver, where he studied History and Economics.