Josh Matyas

Josh is dedicated to helping individuals and families make confident financial decisions and pursue their long-term goals. He works closely with clients to develop comprehensive financial plans, focusing on retirement planning, investment management, tax-efficient strategies, equity planning, and wealth preservation. Josh focuses on planning first, then building meaningful strategies around those goals.

Before joining Statera, Josh spent his time at another firm where he focused on serving pre-retirees and retirees, helping clients navigate the many financial decisions that come with retirement while creating plans aimed at supporting long-term financial independence and peace of mind. That experience continues to shape his planning philosophy today: providing thoughtful guidance that helps clients simplify complex financial decisions so they could stay focused on what matters most in their lives.

Josh earned his degree in Financial Services from San Diego State University and earned his CERTIFIED FINANCIAL PLANNER™ designation shortly after. He is passionate about building lasting relationships with clients and delivering personalized advice tailored to each family’s unique circumstances and goals.

When he’s not in the office, Josh can often be found training for his next triathlon or marathon, enjoying a round of golf, or taking advantage of the winter season with trips to the mountains to snowboard.