Joshua Chapin

Josh is the founder of Breakwater Capital and a seasoned financial professional with deep expertise in alternative investments and advanced tax planning strategies. With a career dedicated to helping high-net-worth individuals and business owners make smarter financial decisions, Josh brings a common-sense approach to sophisticated investment concepts that are often overlooked or inaccessible to most investors. He has delivered over 200 educational seminars on topics such as 1031 Exchanges and non-traditional investment strategies, earning a reputation for delivering clarity and value in a complex financial landscape. At the core of Josh’s philosophy is a client-first mindset—offering personalized, thoughtful guidance designed to help investors navigate today’s evolving tax and economic environment. Based in Newport Beach, CA, Josh is passionate about building long-term client relationships and is actively involved in charitable and industry organizations. When he's not working, he enjoys traveling, playing golf, and exploring new experiences.