Joshua Vasquez

Joshua Vasquez

In by Mission Wealth

Joshua Vasquez, Investment Operations Associate

Joshua Vasquez

Investment Operations Associate

Austin, Texas

512-368-9772

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"I've consistently felt compelled to assist individuals and offer guidance within the ever-evolving realm of investments. At Mission Wealth, each day presents an opportunity to expand my knowledge, satisfy my curiosity about the "why," and explore the intricacies of the industry."

As an Investment Operations Associate at Mission Wealth, Joshua Vasquez is a member of the Investments Team, supports the Investment Committee, and works closely with the Chief Investment Officer.

"I've consistently felt compelled to assist individuals and offer guidance within the ever-evolving realm of investments. At Mission Wealth, each day presents an opportunity to expand my knowledge, satisfy my curiosity about the "why," and explore the intricacies of the industry."

As an Investment Operations Associate at Mission Wealth, Joshua Vasquez is a member of the Investments Team, supports the Investment Committee, and works closely with the Chief Investment Officer.

Learn About Joshua Vasquez

Professional Background

Joshua Vasquez has been in the financial services industry since 2013. Prior to Mission Wealth, he was a Senior Portfolio Associate at Aspiriant where he gained extensive wealth management experience, including portfolio management, trading and administrative support.

He attended Our Lady of the Lake University in San Antonio, Texas.

Strategy team at Mission Wealth

Personal Pursuits

Joshua's hobbies consist of playing golf competitively and recreationally, traveling to new places, checking out the latest restaurant scene in the Austin area, and spending quality time with his daughter, Jocelyn.

In the News

Market Update 121824

Mission Wealth Market Update 12/18/24

In the last FOMC meeting of the year, the Fed cut the fed funds rate by 0.25% and revised its expectations for future rate cuts in 2025.
Blog Article: United States Debt How High Can It Go Before It’s No Longer Sustainable

United States Debt: How High Can It Go Before It’s No Longer Sustainable

Founder Brad Stark provides an editorial piece on the US debt-to-GDP ratio and the future economic indicators we should look for.
The Quarterly Brief Newsletter and Market Perspectives for Q4 2024

Market Perspectives Q4 2024

As we close out 2024, our Chief Investment Officer, Kieran Osborne, offers key insights into the financial markets and economy.

About Mission Wealth

Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.

Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.
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