Joshua Harter, CPWA®

Joshua is a Certified Private Wealth Advisor® professional, which was obtained through the Investments & Wealth Institute. Joshua is a valley native and matriculated from Pinnacle High School to ASU’s W.P. Carey School of Business where he double majored in finance and economics. During that time, Joshua participated in the Undergraduate Student Investment Management Fund Program, implementing a highly successful quantitative strategy to invest $900K of university endowment.

Upon graduation, Joshua worked with First Financial Equity Corporation for several years. With the sale of the firm, Joshua seized the opportunity to co-found SL Capital with Zachary Brodt. Their mission is to provide extensive financial planning for select clients as an all-encompassing wealth management boutique.

In his spare time, Joshua is a devotee of live music and spends time outdoors playing tennis, golf, and pickleball.