OUR TEAM
Metro Detroit Los Angeles


The Coastal Financial Strategies Group Mission

Our mission is to provide you a high level of responsiveness and personal service, informed by a deep understanding of your needs, goals, and preferences.

To provide you with a holistic wealth planning experience, we work closely with your CPAs and legal counselors to integrate their advice, as appropriate, into the strategies and recommendations we develop.

"You can't win if you don't work together." 

-Nick Saban

 

Josh Glass, Managing Director/InvestmentsJoshua M. Glass
Managing Director/Investments

JGlass@stifel.com
(310) 824-8080


Link to Joshua Glass's LinkedIn page. 

Josh earned a Bachelor of Business Administration in Finance from University of Miami, Florida, where he was a member of the school's nationally ranked men's basketball team while maintaining a four-year academic scholarship.  Additionally, he studied international business and finance at the prestigious International University of Monaco.

Over an extensive career, Josh has been able to leverage his passions for finance, athletics, and teamwork toward a successful wealth management practice.  He has been recognized as one of California's Best-In-State Wealth Advisors for 2018, 2019, 2021, and been named one of America's Top Next-Gen Wealth Advisors for 2017, 2018, and 2019 by Forbes.  The 2019 list recognized 250 millennial advisors as among the top in America.  He has also been recognized as one of the few financial advisors to have earned the title of Managing Director/Investments before age 35.*

Josh's practice is designed specifically for high-net-worth investors, with a focus on the sports and entertainment industries.  Specializing in this area, he understands the unique needs of these individuals, such as capital preservation, lack of predictability of earnings, purchasing power risk, liquidity, and, of course, taxes.  Josh's primary objective is to help his clients improve the performance of their assets over time based on their unique risk tolerance, investment time horizon, and income requirements, while addressing their specific needs.  He provides customized strategies that reflect his clients' financial assets, earnings, and investment objectives through portfolio construction that utilizes asset allocation analysis.  He helps mitigate risk through proper asset class diversification by selecting complementary investment managers and applying disciplined research reflecting current economic and market conditions.

Josh's strategies are designed to help build, manage, protect, and effectively transition his clients' wealth and simultaneously play an integral role in their liability management (access to lending services through Stifel's banking affiliates).  This is essential to his comprehensive wealth management practice.

Josh lives in Encino and enjoys spending time with his family and playing basketball and golf in his spare time.

* Forbes' Best-in-State Wealth Advisors, February 11, 2021, February 21, 2019, and February 15, 2018. Rankings are based on the opinions of SHOOK Research, LLC, and were selected from a pool of 32,725 nominations in 2021, 30,000 nominations in 2019, and over 21,000 in 2018. Advisors in the Best-in-State Wealth Advisors list were judged on individual contribution, but total team asserts are shown, which can include one or more additional advisors. Qualifying advisors met the following basic requirements: a minimum of seven years as an advisor, a minimum of one year at their current firm, recommended and nominated by their firm, completion of an online survey, over 50% of their revenue/production must be with individuals, and an acceptable compliance record. Forbes is a registered trademark of Forbes, Inc. All rights reserved.

Forbes’ Top Next-Gen Wealth Advisors, September 3, 2019, July 25, 2018, and July 25, 2017. Rankings are based on the opinions of SHOOK Research, LLC, and were selected from a pool of 29,000 nominations in 2019, 23,000 in 2018, and 19,000 in 2017. Advisors were rated based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered were born in 1980 or later and have a minimum of four years’ experience, including at least one year at their current firm. The algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience, and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither SHOOK Research nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. The ranking may not be representative of any one client’s experience and is not indicative of the financial advisor’s future performance. Forbes is a registered trademark of Forbes, Inc. All rights reserved.

Asset allocation and diversification do not ensure a profit or protect against loss.

Neither Stifel nor its associates provide tax or legal advice.  You should consult with your tax or legal advisors regarding your particular situation.

California Insurance License No. 0F51562

Lending services for clients of Stifel, Nicolaus & Company, Incorporated are performed exclusively by Stifel Bank and Stifel Bank & Trust (Stifel Banks).  Stifel Bank, Member FDIC, Equal Housing Lender, NMLS# 451163, is affiliated with Stifel Bank & Trust, Member FDIC, Equal Housing Lender, NMLS# 375103, and Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE, each a wholly owned subsidiary of Stifel Financial Corp.  Unless otherwise specified, references to Stifel may mean Stifel Financial Corp. and/or any of its subsidiaries.  Unless otherwise specified, products purchased from or held by Stifel are not insured by the FDIC, are not deposits or other obligations of Stifel Banks, are not guaranteed by Stifel Banks, and are subject to investment risk, including possible loss of the principal.