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

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