Partner | Wealth Manager
Joshua Saunders Kingsview Asset Management financial advisor and Partner and Co-Owner of Trust CFO. He is passionate about helping business owners minimize their exposure to lawsuit and creditor attack. In this capacity, he serves as risk and financial management for client’s business and personal affairs. Prior to Trust-CFO, Mr. Saunders worked with one of the top life assurance firms in California learning the value of adding different tax and risk management strategies to a client’s estate and financial world. Before that he was a commodity and future broker with Great Pacific Trading Company, specializing in Commodity Trading Advisors (CTA) in the alternative investment arena.
Mr. Saunders started his career in the financial world in 2008 as the co-founder of a small start-up hedge fund Sky Blue Capital based in Texas. In this role he was the COO as well as on the investment committee.
Before entering the financial management business Mr. Saunders fulfilled his lifelong dream of becoming a Naval Aviator. He bravely served his country as a Naval Aviator in the United States Navy for 9 years. During his full time active duty service, he supported operations in conflict zones in Iraq and Afghanistan in 2003 and Southeast Asia in 2005. In 2006 he was chosen as a primary flight instructor teaching and guiding young Navy and Marine officers through their first phase of flight training. Upon completion of his Active Duty service commitment Mr. Saunders joined the Navy Reserve. He has reached the rank of Commander and flies as an instructor pilot in Training Squadron Twenty Eight.
Mr. Saunders has a bachelors of science from the United States Merchant Marine Academy and a Master’s in Business Administration from Texas A&M in Corpus Christi. While in the Navy he also attended the graduate level Aviation Safety and Risk Management course. Mr. Saunders hold his series 65 as well as life, health and variable insurance licenses.
Josh is a closet tech nerd that currently resides in the foothills of Northern California.
In his spare time Josh serves on the Board of Directors of Sky Mountain Christian Camp, as well as volunteering at his local church. He also coaches soccer and basketball and is actively involved in the business community. Josh’s favorite pastime is taking care of his lovely wife Kristi and their three boys and little girl.