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Josh Sotolongo, CFBS

Josh Sotolongo, CFBS

Partner / Financial Advisor

Josh, a former mathematics and finance educator, focuses on ensuring that his clients understand the “why” regarding their personal financial strategy. By ensuring that clients are well versed on reasoning, need, and timing of implementation, Josh’s goal is to empower his clients to make decisions that positively impact their lives. Josh’s background in education enables him to communicate this information in a clear and understandable manor that clients, regardless of their education level or social background, can relate to.  Josh’s passion is to break down social classes by educating middle class America on the basic skills necessary to better their lives.

Josh, as the President of Westfield Spanish American Association, spearheads relief efforts and youth projects that help promote and provide for the Latino community. A devoted husband and father, Josh spends most of his spare time boating and supporting his daughters’ various endeavors.  

                                                                    Se Habla Español