Hi, I'm

Josh Olfert

Welcome to my online home. I make YouTube videos, write and produce a weekly newsletter to improve financial lives. I started investing at 15 and entered the investment industry at 18. Today I hold my CFP designation and spend my time building Haven, where we’re working to democratize wealth management and build a place for ethical advisors to flourish. 

Thanks for stopping in!

Join Our Community

All my best learnings to your inbox every Monday

Recent Articles