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    Josh Hurd is a 3rd generation Sacramento native. He has almost 24 years of experience in the Financial Services industry, and over 15 years as a Financial Advisor. He received his CFP® certification in 2011.  He is a member of the Financial Planning Association, as well as the Sacramento Estate Planning Council. As a Senior Vice President at Charles Schwab & Co. Inc., he managed a book of $600 million in client assets.

    Josh lives in the Arden area of Sacramento with his wife, Karla, his two boys, Griffin & Paxton, his daughter, Daphne, and their two mini Aussies.

    During the rare instances when he is not working or involved in kid activities, Josh enjoys staying active and spending time outdoors. He is an avid golfer, and tries to sneak in tee times with his friends and clients when he can. He also loves biking on the American River Trail or downhill in the Sierra foothills. He and his wife spend their date nights playing volleyball, which has been a key component in their more than 25 years together!

Advisory services offered through Sightline Wealth LLC, an investment adviser registered with the state of California. Advisory services are only offered to clients or prospective clients where Sightline Wealth LLC and its representatives are properly registered or exempt from registration. The information on this site is not intended as tax, accounting or legal advice, nor is it an offer or solicitation to buy or sell, or as an endorsement of any company, security, fund, or other offering. Information provided should not be solely relied upon for decision making. Please consult your legal, tax or account professional regarding your specific situation.  Investments involve risk and have the potential for complete loss.  It should not be assumed that any recommendations made will necessarily be profitable.

The information on this site is provided “AS IS” and without warranties either express or implied and the information may not be free from error.  Your use of the information provided is at your sole risk.

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