Josh Miceli, CFP®

Position: CHIEF EXECUTIVE OFFICER

Josh Miceli is the President & Associate General Agent of Touchstone Wealth, a full-service financial planning, insurance, and wealth management firm. With over a decade of experience in the industry, Josh started his career in 2009 during the Great Recession. This challenging period taught him the importance of adaptability, resilience, and a client-first approach.

Josh is passionate about helping his clients achieve their goals and has earned the Certified Financial Planner (CFP) designation, widely recognized as the highest standard in the financial planning profession. As an active member of the General Agents and Managers Associate (GAMA) and a qualifying member of the Million Dollar Round Table (MDRT), Josh is committed to delivering outstanding performance and professionalism.

Josh is deeply committed to his community and has contributed to various organizations, including Easter Seals, Bikes for Kids, and Young Faces of ALS. He also co-hosted Disability Awareness Night for six consecutive years with the San Jose Giants. Josh is originally from Northern California and holds a bachelor’s degree from Cal Poly – San Luis Obispo.

When he’s not working, Josh enjoys golfing, running, snowboarding, and the occasional triathlon. As a diehard fan of the San Francisco 49ers, Giants, and San Jose Sharks, Josh remains rooted in his love for his hometown teams. He is also deeply connected to his family and frequently participates in these activities with them.