CoverProfile

Josh Putnam

Implementation Strategist

Sundvold Financial

United States, Missouri, Columbia

About Me

As an advisor Josh has worked for large firms and run his own shop. His passion for helping people led him to the Values Based Financial Planning model which he implements for clients at Sundvold Financial as a fee-only advisor. At the firm, Josh’s passion has resulted in a client portfolio of people striving for goals associated with what is important to them about money.

Profile Information

Implementation Strategist

Sundvold Financial

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Columbia

Missouri

United States

Aug 7, 2024

More profiles to browse

JS
Jon Sundvold
Founder & CEO
Profile Photo
Greg Holloway
Implementation Strategist
WS
Wilson Sundvold
Investment Advisor

You Might Like

RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
PM
Prtima MISHRA1
Software Engineer
PA TEST
BW
Bill Wood
Managing Member, Principal
Nova R Wealth
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation