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Joshua Land

Wealth Manager

Joshua serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life including investments, tax planning, risk management, retirement, employee benefits and estate planning.

Joshua brings to his clients more than 16 years of experience in the financial services industry. Prior to joining Creative Planning, he worked for a Registered Investment Advisor as a Senior Wealth Advisor. Joshua has spent his entire career in the financial services industry and has developed an in-depth knowledge of comprehensive wealth management strategies.

Joshua has earned a Bachelor of Science degree in Finance from California State University, Northridge. Joshua is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards.

Joshua and his wife, Stephanie, have one daughter, Avery, with another daughter on the way. In his spare time, Joshua enjoys watching and playing sports, serving his community through his work with Rotary, and spending time with his family.

*See all Creative Planning disclosures and sources.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021