Joshua Morin – CPA, Principal, Investment Advisor Representative
Josh has been a CPA since 2010. Born and raised in Oregon, Josh graduated from the University of Portland Pamplin School of Business with degrees in finance and accounting in 2007.
After college, Josh focused on his accounting career and has held many roles in small and large CPA firms providing tax and accounting services. In January 2015, Josh became a licensed financial advisor representative with Pacific Asset Management, LLC.
When Josh discovered Pacific Asset Management, he was excited to learn about a philosophy in investing that coupled well with his background and beliefs. He enjoys working with clients building efficient investment and tax strategies that meet their personal goals.
Josh enjoys all the perks of living in the Pacific Northwest. He loves to garden, bicycle, watch sports and spend time with his wife Jacqueline and their two daughters walking around Gig Harbor, their hometown.