Joshua Winterswyk (CFP®)

Joshua Winterswyk focuses in the
following client markets or areas of practice:

  • Business Owners
  • Cash Flow/Budgets/Credit Issues
  • Medical Professionals
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

At RPA Wealth Management, we believe in tailor-made financial planning. Based in Rancho Cucamonga, California, our Registered Independent Advisory firm places our clients' goals in life central to everything we do. As a fee-only, fiduciary firm, we reinforce our personal focus with a commitment to putting clients' best interests first -- always.

Our advisory firm offers:

  • A one-on-one relationship with a financial advisor and the expertise of a team
  • A long-term perspective in helping our clients achieve their goals
  • Expertise of financial professionals including the CERTIFIED FINANCIAL PLANNER™ designation
  • Carefully vetted technology to help clients achieve financial clarity and make informed decisions
  • Flexible service tiers to help meet clients where they are in life

Additional Information

Joshua Winterswyk had planned to study medicine—until a high school economics course changed his mind. That course ignited a passion for personal finance that propelled him to earn degrees in business and finance. He launched his career in finance at Citibank—but soon realized it wasn’t quite what he wanted. Though he appreciated the wide-ranging experience the job provided, he wanted to help people more comprehensively than his work allowed. That’s when his mentor and RPA’s founder, Brent Pasqua, reached out to him.

Today, Joshua helps clients achieve their goals by offering the comprehensive financial planning he had long envisioned. As an advisor, he helps meet the financial and investment needs of clients, including retirement planning, budgeting, and insurance analysis. He loves the process of putting a plan together that his clients can easily understand and deepened the impact he can have by attaining his CERTIFIED FINANCIAL PLANNER™ designation.

NAPFA Start Date

July 23, 2018

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This Office

8885 Haven Ave Ste 170 Rancho Cucamonga, CA 91730-5199 Phone: (909) 296-7977