Josh Hovda joined The Doctor's Financial Resource in 2014. Josh graduated from the University of New Mexico’s Anderson School of Business in 2008 with a BA in Business Administration. He holds Series 7 and 66 registrations, which allow him to do fee-based and commission-based investment portfolio oversight and management. Josh also has his New Mexico insurance license (life, health, and variable annuity).
Josh serves the firm in a variety of ways. In addition to being an Investment Advisor Representative he provides financial analyses for individual investors, researches product performance, and monitors portfolio transfers and internal transactions.
Josh’s experience and forte center on employee benefits. He manages and oversees The Doctor's Financial Resource employer retirement plans. Additionally, his securities registrations allow him to advise plan employees on the allocation of their plan assets.