Joshua Vasquez

Joshua Vasquez

In by Mission Wealth

Joshua Vasquez, Investment Operations Associate

Joshua Vasquez

Investment Associate

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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 Associate at Mission Wealth, Joshua Vasquez plays a vital role in managing investments for clients. With a focus on trading, investment research, and portfolio performance analysis, Joshua ensures that clients receive expert guidance and customized solutions that align with their financial goals. With his extensive knowledge of the financial markets and investment strategies, Joshua brings a wealth of expertise to the Mission Wealth team.

"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 Associate at Mission Wealth, Joshua Vasquez plays a vital role in managing investments for clients. With a focus on trading, investment research, and portfolio performance analysis, Joshua ensures that clients receive expert guidance and customized solutions that align with their financial goals. With his extensive knowledge of the financial markets and investment strategies, Joshua brings a wealth of expertise to the Mission Wealth team.

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.

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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