Joshua Land
CFP®
EP Wealth Advisors
Vice President, Advisor
Joshua Land
CFP®
EP Wealth Advisors
Vice President, Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Joshua Land, CFP®
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Joshua Land is an Irvine, CA fee-only financial advisor serving clients locally and across the country. EP Wealth Advisors provides comprehensive financial planning, tax planning, and investment management to help individuals, couples, families, and small businesses organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Joshua Land is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Informed Investor Reports, Client Education Webinars, Articles and Checklists
EP Wealth Youtube Channel with additional commentary
Joshua Land has worked in the financial services industry since 2006 and joined EP Wealth Advisors in 2022. Joshua’s prior experience includes roles as Private Wealth Manager at Creative Planning and Senior Wealth Advisor at Reilly Financial Advisors. In his role at EP Wealth, Joshua assists clients in all of their wealth management needs including investment management and financial planning, as well as, tax, insurance, and estate planning strategies. He has extensive experience working with pre and post retirees, business owners, and other corporate executives. He is also a CERTIFIED FINANCIAL PLANNER™ practitioner. Joshua is a born and raised Southern California resident and currently lives in Trabuco Canyon with his wife, Stephanie, and daughters, Avery and Celeste. He also has two rescue dogs, Riley, a border collie mix, and Zoe, a lab mix. He is passionate about staying active in his community as a member of the Mission Viejo Rotary Club where he devotes his time and efforts to various charitable causes.
Education
California State University, Northridge, B.S., Finance
EP Wealth Advisors is a fee-only registered investment advisory and financial planning firm headquartered in Torrance, California. EP Wealth manages over $16.1 billion in AUM as of December 31, 2022. With offices from coast to coast, EP Wealth combines the resources of a large firm with a local approach to provide client-centric financial planning, wealth management and investment management services to individuals and businesses. EP Wealth continues to grow and enrich the lives of our clients and team and has been recognized as a leader in the RIA space by multiple financial and industry publications, including Barron's 2022 list of top RIA’s, Financial Planning’s top firms of 2022, and many more at both the national and regional level. The firms Torrance headquarters has been named a Best Place to Work by the Los Angeles Business Journal, and several advisors and functional leaders have been named to varied "Best", "Rising Star" and "40 Under 40" lists.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Joshua Land is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact Joshua Land
Office Locations:
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18301 Von Karman Ave.
Suite 1050
Irvine, CA 92612
