Vance Wealth Team Member Spotlight: Josh Mumper, Wealth Associate
With a background as a 401k plan auditor, Josh Mumper is passionate about guiding business owners to design the retirement plan that helps them achieve more.
Born in Pennsylvania but raised in Santa Clarita from a young age, Josh attended Trinity Classical Academy before going on to Liberty University, where he completed his bachelor’s degree in accounting with a minor in business management.
Inspired by his father, Josh got his professional start working for the family business as the Operations/Finance Manager for forensic engineering firm Richard Mumper & Associates.
“My Dad is an active investor, and as I worked with him, I developed a passion for capital markets and investing,” Josh shared. “The role taught me to be systems-minded, organized, and a professional communicator.”
Josh later took his first accounting role with HCVT, the 6th largest CPA firm in Los Angeles, where he specifically focused on auditing 401k plans.
When he came to Vance Wealth, however, he was ready to work more directly with clients.
Today, as an associate advisor to 401k plans, he excels in providing a seamless onboarding experience for new clients but also diligently oversees ongoing compliance for clients' 401k’s, ensuring a consistent delivery of service and attention throughout the entire client relationship.
“I have a hunger to grow personally and professionally,” Josh explained, “and it’s my goal to become a Certified Financial Planner to better assist clients achieve their financial goals.”
Outside the office, Josh stays active by taking walks with his wife, Ena, and puppy, Murphy, and also enjoys basketball, snowboarding, hiking and more. During his downtime, he can be found volunteering for his church, reading classic books or watching his favorite Philadelphia sports teams. To connect with Josh visit: https://vancewealth.com/josh-mumper/
