Our Team

Josh Almieri works with our PRS licensees to discern, develop and design case-specific scenarios for wealth and succession planning. Through the business development team, he oversees the progress of each case, providing forward momentum for all current and new business

With a Bachelors in Business Management from California State University, Fullerton and six years of past experience as a golf professional, Josh brings unique insight to the design, management and execution of tailored strategies for our business