Joshua Pohl

Wealth Advisor Associate

Orange County, California

Contact Joshua

Josh Pohl spent nearly 10 years in the financial industry working with a number of firms, including TD Ameritrade, Wealthcare Capital, and Allworth Financial prior to joining EP Wealth Advisors.
At EP, Josh’s role is reaching out to individuals who have expressed interested in EP Wealth Advisors to learn more about what they are looking for and to connect them with the right people at the firm.
Josh attended the University of Nebraska at Omaha, where he received his Undergraduate degree in Finance and Accounting, also earning his MBA there. He is currently working towards his CFP designation at the time of writing, which he plans to receive in November of 2024. Josh started down this career path because he is passionate about helping people plan for their financial goals and enjoys seeing them achieve those goals they have set. Creating and developing strong relationships with people as he helps them through their financial journey motivates him to work every day.
Outside of work, Josh stays busy cooking, golfing, exercising, spending time with family and friends, attending and being involved within his church, reading, and being outdoors!