Meet Josh Radman

I transitioned into financial planning from tech where I, too, had various types of equity grants. And, honestly, it was exciting to have ownership stakes in these companies.

But that excitement quickly faded into confusion and frustration when I couldn’t find anyone to help me strategize on my options and shares. It’s one thing to know that Alternative Minimum Tax exists – it’s another to actually develop a holistic plan around it.

Since then, I’ve dedicated my career to helping others gain clarity and confidence around their equity compensation and path to financial independence. Developing deep, long-lasting relationships with my clients is what gets me up in the morning and is the reason I started Presidio Advisors.

I’m based in Denver, CO and serve clients virtually across the U.S.

More About Josh

Crabbing in the Presidio, San Francisco.

I graduated from the University of Southern California, summa cum laude, with a Bachelor of Science in Business Administration and from Harvard Business School with a Master of Business Administration.
I’ve also passed both the Series 65 Uniform Investment Adviser Law examination as well as the CERTIFIED FINANCIAL PLANNER® examination.
I’d love to visit as many of the US National Parks as possible. So far, I’ve been to 15 of 63…hey, it’s a bucket list. Notice all the outdoorsy pics? Not a coincidence. Visiting the African savanna on a safari is also high up on the list.
I married the love of my life in the Presidio of San Francisco, a beautiful oasis overlooking the Golden Gate Bridge in the northwest corner of the city. We were also fortunate to live in the Presidio for two years!
Probably Fall. Leaves are changing, the weather is crisp and perfect for running, and football season is starting.
Between 2013-2022 I lived in 6 different states across every time zone in the continental US!
Absolutely and unabashedly: reality TV. Love Is Blind, The Bachelor, Selling Sunsets. I’ll take it all.