JOSHUA BLISS A Senior Financial Advisor
Founder Of Gateway Capital Management
As founder of Gateway Capital Management, he manages a $105M book of business for 65 clients, focusing on customized, low-cost portfolios. With Series 7 and 66 licenses, and a Master’s degree, Joshua offers comprehensive financial planning, specializing in alternative investments.
Specializes In Alternative Investments
As a Senior Financial Advisor, he specializes in alternative investments, complex planning, and insurance. He founded Gateway Capital Management, prioritizing fee-based, customized portfolio strategies and comprehensive fiduciary management.
A Member Of The St. Patrick’s Catholic Church Men’s Club
Joshua partners with professionals across industries to offer clients a broad range of services, retaining 93% of his clientele during his transition to independence. He is a member of the St. Patrick’s Catholic Church Men’s Club where he actively participates in philanthropic events that benefit the community.
A Trusted Advisor
His expertise in alternative investments, such as hedge funds, positions him as a trusted advisor to high-net-worth individuals and business owners. He hosts popular travel VLOG, and Bucket List Bliss, and has traveled around the world with his fiancé producing the show.
An Avid International Mountain Climber
Joshua’s deep market knowledge ensures portfolios align with changing economic conditions. He is an avid international mountain climber and enjoys hiking and trail running.
https://about.me/joshua
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https://allmylinks.com/j
oshuabliss
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Thank You Joshua
Bliss
