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Joshua S
CFP®, Series 66
Sarasota, FL
Highpoint Planning Partners
Joshua Sands is a CFP® professional with 17 years of industry experience, currently affiliated with Highpoint Planning Partners. He has worked at LPL Financial since 2013 and was previously associated with Level Four Advisory Services. Outside of his advisory roles, he operates a tax preparation service specializing in cryptocurrency tax reconciliation. Highpoint Planning Partners serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary asset management, financial planning, retirement plan advisory, and acts as sponsor and manager of a wrap-fee program, implementing investment strategies through a combination of fundamental analysis and third-party platforms.
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