Joshua Axel CFP is a managing director of wealth management at UBS Financial Services Inc. in Seal Beach, CA. With over 20 years of experience in the financial services industry, Joshua and his team of dedicated Financial Advisors are committed to helping individuals, business owners, and non-profit organizations navigate the complexities of today's markets and plan for their financial future. They offer expertise in financial planning, portfolio construction, and stock option financing, and are actively involved in charitable organizations and community initiatives.
Backed by the strength of UBS, a global leader in wealth management with $3.9 trillion in invested assets globally, Joshua Axel CFP provides knowledgeable perspective, good judgment, and broad experience to help clients meet their financial challenges and seize opportunities. Whether it's organizing finances around short-term needs or planning for future generations, Joshua and his team are dedicated to helping clients achieve their financial goals with a focus on liquidity management and a disciplined yet agile approach.
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