Joshua Bulbeck
Financial planner
Josh earned a Diploma in Regulated Financial Planning from the Chartered Insurance Institute and has passed the Series 65 Uniform Investment Adviser Law Exam. He is well-versed in financial planning, investment strategies, and tax-efficient solutions.
Having previously worked as a Paraplanner and Wealth Management Consultant with the UK’s largest Wealth Management firm, Josh specializes in Financial Planning and Investment advice.
Raised in Singapore, Hong Kong, and the UK, Josh’s international upbringing gives him a unique perspective on the challenges and opportunities faced by clients navigating complex financial landscapes. Outside of work, Josh is passionate about wildlife conservation, car restoration, and scuba diving.