Joshua Pacheco excels in his role as a Financial Advisor. He strives to not only understand your financial situation, but to understand you as a person. Recognizing that each individual has different circumstances, he partners with you to create a financial plan that fits your specific needs. Joshua is committed to constructing long-lasting relationships with his clients. He provides a customized plan for each person he works with and lays out beneficial long-term plans.
Joshua graduated Magna Cum Laude from the University of Massachusetts-Dartmouth with a Bachelors of Science degree in Finance. He then earned his Master of Liberal Arts degree in Management from Harvard University Extension School. He is fluent in Portuguese and Spanish, and has also completed the training necessary to become an FAA licensed private pilot.
Joshua's passion for helping people shines through in areas outside of his career. While in school, he volunteered as a mentor and coach to students starting their own businesses. He worked with them to create solid, sustainable business plans. He also gathered items to send to the victims of hurricane Katrina. Today, Joshua continues to help people outside of his commitment to care for his clients. He is actively involved in volunteer work both locally and abroad, and is always open to new opportunities to serve his community.
In order to improve his level of service, as well as his leadership and teamwork skills, Joshua is always cultivating his craft. He continues to learn so that he can continue to provide his clients with the best service in financial planning.
Joshua is an Investment Advisor Representative of Axis Advisors, LLC and his office is located at 909 State Road, Westport, MA 02790. Joshua is also a Registered Representative of Innovation Partners, LLC.
Master in Liberal Arts – Management, Harvard University
B.S. Finance, University of Massachusetts - Dartmouth
Registered Representative, Innovation Partners, LLC*
*Axis Advisors, LLC and Innovation Partners, LLC are separate and unrelated entities.