Joshua Lightcap Email & Phone Number
Managing Partner @ Lightcap Financial Group
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Joshua Lightcap Location
- California, United States
Joshua Lightcap Work
- 2025 -now Managing Partner @
- 2019 -2025 Financial Advisor @
- 2018 -2019 Partner and Financial Advisor @
- 2018 -2018 Financial Adviser @
- 2017 -2017 Commissions Analyst @
- 2017 -2017 Risk Analyst @
- 2016 -2016 Staff Accountant @
- 2015 -2015 Analyst, Strategic Procurement and Supply Chain Management @
- 2015 -2015 Sustainability Analyst @
Joshua Lightcap Education
- University of Hawaii at Manoa
Bachelor of Business Administration - BBA (Finance, General)
2010-2015
Joshua Lightcap Skills
- Tax Free Income
- Research
- Data Analysis
- Data Entry
- Tax Accounting
- Project Management
- Data Collection
- Supply Chain Management
- Financial Analysis
- Financial Services
- Financial Advisory
- Finance
- Strategic Planning
- Investments
- Accounting
- Risk Analysis
- Life Insurance
- Disability Insurance
- Term Life Insurance
- Whole Life Insurance
- Medicare
- Fixed Annuities
- 401(k) Retirement Savings Plans
- Long-term Care
- Microsoft Excel
- Microsoft Office
- Microsoft Word
- Microsoft PowerPoint
- Customer Service
- Leadership
- Client Services
- Sustainability Reporting
- Corporate Sustainability
- Long Term Care Insurance
- Medicare Supplements
- Variable Annuities
- Equity Indexed Annuities
- Indexed Annuities
- Charitable Gift Annuities
- Series 66
- Stock Market
- Bond Markets
- Municipal Bonds
- Permanent Life Insurance
- Commisions Analysis
- Series 7
- SIE
- 401K Options
- Retirement
Joshua Lightcap Summary
- Joshua Lightcap, based in California, United States, is currently a Managing Partner at Lightcap Financial Group. Joshua Lightcap brings experience from previous roles at Edward Jones, Pacific United Planning, Inc., Sterling Wealth Management and VelaPoint Insurance. Joshua Lightcap holds a 2010 - 2015 Bachelor of Business Administration - BBA in Finance, General @ University of Hawaii at Manoa. With a robust skill set that includes Tax Free Income, Research, Data Analysis, Data Entry, Tax Accounting and more. Joshua Lightcap has 3 emails and 1 mobile phone numbers on RocketReach.
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