Josh Buttrey is the CEO of Buttrey Financial, a boutique wealth management financial planning firm associated with Northwestern Mutual Wealth Management Company in Newport Beach. He and his team of five have been doing comprehensive financial planning for 15 years. They work primarily with couples and individuals in the “retirement red zone;” they also work with many closely-held business owners, executives, attorneys, and other professionals. Josh began the firm after graduating from Azusa Pacific University with a bachelor’s degree in marketing. He is a Certified Financial Planner (CFP™) professional, a Retirement Income Certified Professional (RICP®), and a Chartered Life Underwriter (CLU®).
Josh is passionate about the work we do at Child Guidance Center having served many years as a volunteer counselor and mentor with the Royal Family Kids Summer Camp for abused and neglected children in the foster system. He has also personally seen the damaging effects of mental health issues in several family members and he knows the life-saving impact of professional help. In fact several of his relatives have become licensed counselors. He values the role that family plays in the process as he and his wife Lexie, have a 7-year-old son, Jack, who battles his own mental health challenges, and a 5-year-old daughter, Sadie. Also, several of their closest friends have become foster parents and/or adopted children from the foster system, and nearly all of these kids deal with some mental health problems as a result of the trauma they’ve experienced.