Josh Sterling

ABOUT Josh Sterling

As a Certified College Funding Specialist, I help my clients organize the college process and design a plan to afford the high cost of college. My goal with every client is to reduce the “sticker price” of college and maximize my client’s resources. My process includes helping my client’s with financial aid planning, tax planning, cash flow planning, education loan planning and family specific planning while protecting their retirement and/or business’s future.

Life Insurance plays a vital role in every family and business. As a California Licensed Life Insurance Agent, I help my clients protect their families, business, estate and other important objectives. This protection combined with the power of the "living benefits" of permanent life insurance is a powerful planning tool. Knowing that my clients and their interests are properly insured is a rewarding feeling.

Designations

CLU - Chartered Life Underwriter

Qualifications

California Life Insurance License

Licensed - Yes

License No -

License Type - Insurance

Services Offered

College Financial Planning
Financial Planning
Tax Planning
Retirement Planning
Estate Planning
Cashflow Management
Business Consulting
Financial Aid

Meetings Offered

My Office
Workplace
Over Phone
Webmeetings

Availability

Mornings
Afternoons
Evenings

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