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Simon Joshua

Investor Coach

A few months after becoming a licensed investment advisor representative, Simon joined Cornerstone Wealth Partners. He was drawn to Cornerstone by their mission and leadership. Cornerstone focuses on coaching the client to stay disciplined through a life-long pursuit of well-informed investing practices. This coaching involves honest discovery and decision-making by the clients, the very principles that helped profoundly shape Simon’s early life.

Not long after becoming an investor coach, Simon discovered that he would not enjoy life without his girlfriend. So, he proposed. And she said yes. Simon and Abbie are to be married within a year, day and time to be announced.

Simon continues to learn about investing, coaching, community building, and many other subjects. He enjoys his relationships with God and with his people. He enjoys learning, mostly through reading and writing. He enjoys conversation whenever and wherever he can find it. Right now, his favorite pastime is spending time with his fiancé, Abbie.

Schedule an Appointment with Simon

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Okemos, Michigan

2525 Jolly Road, Ste 200
Okemos, MI 48864
517.381.3450
evan@cornerstonewealthpartners.com

Peachtree City, Georgia

3040 State St
Peachtree City, GA 30269
678.902.1369
joshua@cornerstonewealthpartners.com

Grand Rapids, Michigan

1600 East Beltline Ave NE, Ste 217
Grand Rapids, MI 49525
616.458.6480
steve@cornerstonewealthpartners.com

Wyoming, Michigan

5751 Byron Center Ave, Ste Y
Wyoming, MI 49519
616.253.8868
jordan@cornerstonewealthpartners.com

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Advisory Services offered through Cornerstone Wealth Partners, a registered investment adviser. We transact business in states where it is registered or exempt from registration. Information presented is for educational purposed only and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment advisory services. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.