ACADEMICS
Josh holds series 6, 63, 65 and 26 registrations with FINRA and is licensed in the states of California, Arizona, Colorado, Florida, Idaho, Illinois, Indiana, North Carolina, and for life, accident/health, and variable insurance products.
WORKING EXPERIENCE
A native of California, Josh started his career in 2008 as a Financial Services Professional where in his first year he was awarded Rookie of the Year and the Agency Builder Award. Josh transitioned into agency leadership where he served as the Manager of Agency Training and Manager of Financial Services. In 2013 he was ranked as top trainer in the western territory. He always knew being an Advisor was his path and joined MassMutual Greater Los Angeles in 2016. In 2022, Josh opened Steinfeld Financial & Insurance Services. Josh is also a MDRT and NAIFA member.
HOBBIES, PERSONAL DETAILS
Josh lives in Lodi, CA with his wife Kelsey, 7-year-old son Colton, 6-year-old son Lane, and Golden Retriever Bailey. In his spare time, he enjoys being active in the outdoors, Biking, boating, traveling with his family in their RV.
Preparing for that next step in life isn’t always easy. The road to financial stability can seem complicated, time consuming, and difficult—perhaps even a bit overwhelming. Life is full of so many responsibilities and priorities that it can be hard to find time to start or even to know where to begin.
Whether you are preparing for a milestone life event, such as retirement or the sale of a business, or simply looking for financial protection for the future, I promise to offer you a new level of attention, insight, and guidance.
I offer a straightforward approach to building financial strategies focused around you, your schedule, your circumstances, and your objectives. I take the time to understand your needs, explain different options to you and earn your trust before offering possible solutions. By working with me, you can take meaningful, manageable steps toward developing an integrated strategy to help achieve a secure financial future. Since your financial situation is bound to change, I work with you over time to help ensure you are on track to achieving your goals.
He offers total financial needs analysis through a network of experienced professionals with expertise in:
Advisory services
Retirement analysis and programs
Estate strategies
Employee benefit and retention services
Business continuation strategies
Affiliations & Memberships