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Josh Almieri serves as Managing Director at Higginbotham Financial. He holds a bachelor’s degree in business management from California State University, Fullerton. His professional journey includes six years as a golf professional, which honed his strategic thinking and management skills.
In his current role, Josh works alongside Higginbotham Financial associates to develop and educate clients and their advisors on specific scenarios and strategies related to wealth management and succession planning. As head of the Finance Department, Josh and his team coordinate with lenders, insurance carriers, clients and Higginbotham team members to manage the implementation and maintenance of client financial plans. He also serves as Higginbotham Financial’s primary lender liaison, constantly working to develop relationships with new vendors.
Josh’s ability to blend strategic planning and personalized service plays a pivotal role in helping to ensure that his clients receive innovative solutions that are tailored to their unique needs. He resides in Irvine, California, and enjoys spending time on the golf course, using his skills as a former golf professional in friendly matches.