Joshua Carpenter
Joshua Carpenter is a Partner at Bridgewealth Advisory Group. He possesses extensive experience in working with private clients and businesses, providing tailored investment solutions through comprehensive analysis. He resides in Fresno with his wife and their three daughters.
Education
Joshua Graduated from National University with a Business Administration degree focusing on finance. He holds a Series 7 and 66 licenses, as well as a California insurance license. Joshua continually updates his knowledge and skills through professional development and industry certifications, making him a trusted advisor to his clients.
Experience
Mr. Carpenter began his financial career at Paine Webber in 1999. After UBS acquired Paine Webber, he successfully transitioned his clients to the new organization, where he focused on helping both individual investors and corporations achieve their financial goals. He provided services in investment management and employee retirement plans. Mr. Carpenter has also served on the boards of The Muscular Dystrophy Association (MDA), the Cancer Society, and the Reading and Beyond foundation.