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.
Josh Putnam
Implementation Strategist
Sundvold Financial
United States, Missouri, Columbia
About Me
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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