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Joshua Aldus, Wealth Advisor and Navy Veteran

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Manage episode 347246329 series 2895276
Content provided by Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Episode 78 - Joshua Aldus is a wealth advisor in the San Diego office of Octavia Wealth Advisors. One of his great strengths is his daily commitment to improvement across every aspect of his life. Joshua practices consistent discipline to build habits that support client achievement. This includes continuously working to improve investment and planning strategies. He makes a point of studying the economy and striving to anticipate how it may affect client situations. Joshua also believes in actively supporting the Octavia team and his entire community.
Before joining Octavia in 2020, Joshua spent two years working with Midwest Financial Partners and five years working as a master trainer in personal fitness. Previously, he completed three tours of duty in Iraq during his five-year career in the U.S. Navy.
Joshua earned a Bachelor of Science degree in management science from the University of California, San Diego. Connect with Joshua Aldus here.
On the personal side, Joshua enjoys competing in triathlons and does everything he can to build the energy to meet any physical or mental challenge. Not long ago, he ran his first marathon—barefoot on a sandy beach! It was a fantastic experience that he wanted to share with others. His vision is to organize a barefoot beach marathon in San Diego to raise money to fund a local elementary school garden and mindfulness program.
WEALTH: Not getting enough clients? Book a FREE 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.
HEALTH: Low on energy or overweight? Click here and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.

See omnystudio.com/listener for privacy information.

  continue reading

114 episodes

Artwork
iconShare
 
Manage episode 347246329 series 2895276
Content provided by Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Episode 78 - Joshua Aldus is a wealth advisor in the San Diego office of Octavia Wealth Advisors. One of his great strengths is his daily commitment to improvement across every aspect of his life. Joshua practices consistent discipline to build habits that support client achievement. This includes continuously working to improve investment and planning strategies. He makes a point of studying the economy and striving to anticipate how it may affect client situations. Joshua also believes in actively supporting the Octavia team and his entire community.
Before joining Octavia in 2020, Joshua spent two years working with Midwest Financial Partners and five years working as a master trainer in personal fitness. Previously, he completed three tours of duty in Iraq during his five-year career in the U.S. Navy.
Joshua earned a Bachelor of Science degree in management science from the University of California, San Diego. Connect with Joshua Aldus here.
On the personal side, Joshua enjoys competing in triathlons and does everything he can to build the energy to meet any physical or mental challenge. Not long ago, he ran his first marathon—barefoot on a sandy beach! It was a fantastic experience that he wanted to share with others. His vision is to organize a barefoot beach marathon in San Diego to raise money to fund a local elementary school garden and mindfulness program.
WEALTH: Not getting enough clients? Book a FREE 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.
HEALTH: Low on energy or overweight? Click here and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.

See omnystudio.com/listener for privacy information.

  continue reading

114 episodes

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