Joshua Daman

Client Services Associate

Joshua Daman joins Pacific Wealth Planning as a Client Services Associate, bringing a warm, professional presence to client interactions and delivering exceptional, personalized support. Raised in Danville, California, Josh is thrilled to serve the community where he grew up, having graduated from Monte Vista High School, where he excelled in football and lacrosse.

A recent graduate of the University of San Diego's Knauss School of Business, Josh earned Departmental Honors with a Bachelor's degree in Finance, focusing on corporate finance, financial analysis, and business strategy. His strong quantitative skills and problem-solving abilities shine in strategic and technical tasks, including financial planning and investment management support. Josh is eager to deepen his expertise, with plans to earn his securities licenses and grow into a financial advisor role at Pacific Wealth Planning.

Outside the office, Josh loves being outdoors, whether he's surfing, skiing, golfing, or running the local trails. He enjoys meeting new people, sharing stories, and finding ways to connect his love for finance with helping others build a strong financial future.