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Joshua H
Series 66
Houston, TX
Money Holistics
Joshua Humada is a financial advisor with Money Holistics in Houston, TX, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Edward Jones and Northwestern Mutual. In addition to his advisory work, he provides financial coaching services through a separate entity, MoneyYogi LLC. Money Holistics is an independent firm serving individuals, high-net-worth clients, trusts, estates, and businesses with discretionary investment management and financial planning. The firm employs a long-term investment approach using fundamental and technical analysis and integrates ongoing planning with portfolio management.
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