Josh Weaver, CFP®

Inquirer
DISC Type : cd

Private Wealth Advisor at Paradise Cay Financial

San Francisco Bay Area, United States

Overview

Josh Weaver is a Private Wealth Advisor and CFP® at Paradise Cay Financial, specializing in creating financial plans for tech executives and successful families. An alumnus of the University of California, Berkeley, people who have worked with him describe him as skilled and responsive. He was named a Forbes Best-In-State Wealth Advisor in 2024.

Outside of work, Josh lives in Lafayette, CA with his wife and two sons. He is actively involved in his community by coaching his sons sports teams and is an avid golfer. He is also a passionate supporter of the Cal Bears.

He began his career as a trading assistant on the floor of the New York Stock Exchange.

Personality Overview

Upfront

Hard To Convince

Judgemental

They care equally about the product and its potential impact.  They don’t always try to control the conversation but neither do they like yielding it fully. They can be nudged to make faster decisions by offering what they value.

Topics They Care About

Financial Planning
As a CFP®, he focuses on creating personalized financial plans that guide tech executives, families, and retirees through major life and financial decisions.
Tech Economics
His firm specializes in guiding clients through the complexities of tech economics, aligning with his client base of tech executives.
Estate Planning
He recently highlighted the urgency of estate planning, encouraging people to finalize their plans to avoid future backlogs with planners.

Media Appearances

Josh has no verified media appearances

Work History

4-2015
Private Wealth Advisor at Paradise Cay Financial
5-2014 - 1-2015
Vice President - Investments at Alamo Capital
1-2002 - 10-2013
Director, Equity Trading at JMP Securities
5-1999 - 11-2001
Listed Trader at Robertson Stephens, Inc.
7-1996 - 4-1999
Specialist Trading Assistant, NYSE Floor at Bocklet & Co., LLC, NYSE Specialist Firm

Education

1992 - 1996
BA from University of California, Berkeley
Education details unavailable from Burnt Hills High School

More Information

Social Presence :

Prographics :

Exp : 28 Location : San Francisco Bay Area, United States Job Level : N/A Designation : Private Wealth Advisor at Paradise Cay Financial
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Insights For Selling To Josh

During A Call Or A Meeting

DO's

  • Tell them that you are there to help them create visible impact within their organization
  • Ask them questions confidently while doing discovery, don’t be apologetic
  • Make sure that you you respond to any queries from them quickly

DONT's

  • Do not give up if they are not convinced, try again with a different approach
  • Avoid long winding pitches, stay objective
  • Avoid repeating yourself or making generalizations

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Josh is

  • Confidence in the product plays an important role, followed by powerful testimonials.
  • Will you ever get a clear answer from Josh

  • They might hesitate a little, but they will say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Josh move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Josh take some risk or not?

  • Once they have analyzed the pros and cons, they can take some risks.

You And Josh

Personality Compatibility


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