Private Wealth Advisor
Josh McAlister
Josh is currently a Private Wealth Advisor, CPA, and CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional at AWM Capital, where he focuses on empowering families through holistic financial planning and personalized wealth strategies.
About Josh
Josh is a Private Wealth Advisor, a CPA, and a CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional at AWM Capital. At AWM Capital, I believe that true wealth goes beyond financial assets; it encompasses the values, legacy, and aspirations of each family. As a family advisor, my mission is to empower families to flourish in their wealth journey. I aim to take a holistic approach to financial planning. I understand that each family has unique dynamics, priorities, and challenges. By building strong, trust-based relationships, I work closely with clients to craft a personalized strategy that align with their values and vision to their wealth for their future. I am passionate about guiding families through every stage of their wealth journey—money is simply a tool to be taken care of for what is important to the family. My goal is to not only preserve and grow wealth but also to cultivate a sense of purpose and continuity for generations to come. At the heart of my practice is a commitment to education and communication. I strive to ensure that every family member is informed and engaged in the financial decisions that impact their future. Together, we can create a legacy that reflects your family’s dreams and values. Prior to AWM, Josh worked four years at KPMG LLP as a lead Senior Auditor, specializing in the audits of financial statements of public companies and initial public offerings.
Education & credentials
- Certified Public Accountant (CPA)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Retirement Management Advisor (RMA)
- Arizona State University - Masters of Accountancy
- Arizona State University - W.P. Carey School of Business, Accountancy
