Joshua Ingram

As a financial advisor, Joshua Ingram helps individuals and families build, manage, and preserve their wealth through personalized financial planning and thoughtful guidance. He focuses on understanding each client’s unique goals-whether that’s retirement, education, or legacy planning-and creates strategies designed to align with their financial priorities. Josh provides ongoing support, monitoring progress, and making adjustments as life evolves, with the goal of helping clients move forward with clarity and confidence.

Joshua began his career in 2012 with Edward Jones in Bishop, California, where he built his business from the ground up. Two years later, he became an independent advisor, continuing his commitment to serving clients with a more personalized approach. In 2019, he expanded his practice acquiring a client base in Napa. California and opening an office there. In 2021, he partnered with Mark Richmond and joined LPL Financial as an independent advisor-laying the foundation for their partnership in Napa Valley Financial.

He holds a Certificate in Mechatronics from Sierra College, along with his Series 7 (through LPL Financial) and 66 registration (through the Advisor Resource Council) , California state insurance license, and the Accredited Asset Management Specialist (AAMS®) designation.

Joshua lives in both Truckee and Napa, California, and is an active member of his community. He has been a member of the Rotary Club of Bishop and previously served as Youth Services Chair. Outside of work, Joshua and his wife, Edina - married 15 years-enjoy spending time outdoors hiking, mountain biking, snowboarding, motorcycling, and Traveling.