Josh Vilardi, AWMA™, CRPS™ Vilardi Wealth Management

Greetings, I'm Josh Vilardi.

Thank you for taking the time to explore my website.

A little about me: I embarked on my journey in financial services back in 1992 in the vibrant city of Santa Monica, CA. In parallel, I pursued a passion for music at Pierce College in Woodland Hills, California. Today, I proudly hold the esteemed designations of a Certified Retirement Plans Specialist and Accredited Wealth Management Advisor from the esteemed College of Financial Planning. Nestled in Spring Hill, I share my life with my wonderful wife Jennifer, and we are blessed with a lively household of six incredible children - Zachary, Elizabeth, Zoelle, Emily, Zander, Zayden - along with our cherished Golden Doodle, Baxter.

Through the years, I've amassed a wealth of knowledge and gained valuable insights to assist you in achieving your financial aspirations. I comprehend the intricacies of wealth, adeptly balancing the multifaceted forces at play and demonstrating adaptability as conditions ebb and flow.

Just as life evolves, so do your needs as an investor, along with your vision for the future and risk tolerance. My dedicated team is steadfastly committed to walking alongside you, providing sage advice and crafting tailor-made financial solutions uniquely tailored to you. At Vilardi Wealth Management, our mission is the prudent stewardship and growth of wealth for you and your cherished family. By nurturing deep and meaningful connections with you, we're able to cultivate a comprehensive understanding of your aspirations and objectives, and offer enduring financial solutions encompassing portfolio management, retirement planning (including IRAs, 401(k)s), estate planning, 529 education savings plans, and more.

https://calendly.com/josh-vilardi