Josh Robinson CFP®
Josh Robinson, CFP®, joined the team at West Ridge Advisors in 2021 and serves as a dedicated Analyst for the firm. He is passionate about guiding clients toward their financial goals with a focus on clear communication and a commitment to a positive client experience.
In his role, he works closely with 401(k) plan sponsors and their participants, assisting with investment selection and navigating the details of their retirement plans. Josh believes it is essential that every person he works with feels heard, and he prioritizes being responsive to their unique needs and questions.
For wealth management clients, Josh is instrumental in developing comprehensive retirement plans and tailored investment strategies. He takes a collaborative approach, ensuring that clients fully understand the "why" behind each decision being made for their portfolio. His commitment to building lasting relationships based on trust and expert guidance is the cornerstone of his practice. By demystifying complex financial topics, Josh empowers clients to feel confident in their financial future.
When not in the office, Josh enjoys spending quality time with his family. You can often find him cheering on his kids at their sporting events or exploring the scenic trails and beautiful landscapes of the Arizona mountains.
