Personalized Financial Guidance to Help You Achieve Your Goals
At Ja.kirshbaum Consulting, we specialize in helping individuals, families, nonprofits, and businesses achieve their financial goals. We understand that everyone has different financial needs and priorities, and that's why we offer personalized financial guidance tailored to your specific situation. Whether you're looking to plan for retirement, protect your family's future, or grow your wealth, our team of experienced financial professionals is here to support you every step of the way.
Joshua Kirshbaum
Financial Professional & Nonprofit Specialist
New York Life Insurance Company
CA Insurance Lic.# 4256792
Southern California General Office
801 N. Brand Blvd, Penthouse Suite,
Glendale, CA 91203
Joshua Kirshbaum
Joshua Kirshbaum is an expert financial consultant with a passion for creating positive change. He is a financial service professional at New York Life Insurance Company and a New York Bar Certified Mediator. Kirshbaum has over a decade of experience in non-profit and volunteer management, as well as a successful track record of building and selling multimillion-dollar companies.
Kirshbaum's unique perspective and experience in the business world and nonprofit sector allow him to provide innovative financial solutions to his clients. He has managed four family foundations with a combined $23 million in assets, raised $20.4 million for international humanitarian efforts, and chaired the LifeLong Learning Foundation, creating 30 community centers across Latin America.
Kirshbaum's dedication to creating positive change has earned him two national peace awards, and he is the youngest regional director at Nonviolence International, an award-winning international network. He is a visionary leader, innovative thinker, and strategic planner, making him a trusted advisor to his clients.
Why Choose us?
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Experienced and knowledgeable financial professionals
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Personalized financial guidance tailored to your specific situation
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Customized financial solutions that fit your unique needs and goals
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Commitment to helping you achieve financial security and peace of mind
WHAT PEOPLE SAY
Jim Goldstine
Founder of the Broken Clock Cafe
"Joshua Kirshbaum is an exceptional financial consultant who is deeply committed to his clients' success. His attention to detail, strategic planning, and personalized approach make him stand out from the crowd. Working with Joshua has been a pleasure, and I have already seen significant improvements in my financial situation. I highly recommend him to anyone looking for a dedicated and knowledgeable financial consultant."
Liberato Bautista
Assistant General Secretary for UN and International Affairs-General Board of Church and Society of The United Methodist Church
"Joshua Kirshbaum is a visionary leader who has transformed the way we think about financial planning. His innovative ideas and strategic insights have helped our nonprofit organization thrive and achieve our goals. His expertise in the nonprofit sector and his commitment to social impact make him a true partner in our mission. I can't recommend Joshua enough!"
Samantha Cohan
Chief of Staff at Rio Tinto
"Working with Joshua Kirshbaum was a game-changer for my business. His financial expertise and strategic guidance helped me navigate challenging financial situations with confidence. He has a unique ability to understand my needs and offer customized solutions that align with my business goals. I highly recommend Joshua to anyone looking for a skilled financial consultant who is dedicated to creating positive change."
MORE ABOUT WHAT WE DO
Personalized Financial Services for Individuals and Families
We understand that planning for your future can be overwhelming, but our team is here to help. At Ja.kirshbaum Consulting, we offer personalized financial guidance tailored to your specific situation, whether you're planning for retirement, saving for your children's education, or managing your wealth. Our experienced financial professionals will work with you to create a customized plan that meets your unique financial goals and priorities. We offer a wide range of services, including retirement planning, investment management, estate planning, and tax planning. We also provide financial education and coaching to help you make informed decisions about your money.
Financial Services for Nonprofits and Businesses
Managing the finances of a nonprofit or business can be complex, but we are here to help you navigate the process. At Ja.kirshbaum Consulting, we offer a wide range of financial services to help you achieve your organizational goals. Our team of experts provides retirement plan design and administration, employee benefits planning and administration, business succession planning, and executive compensation planning. We also offer risk management services such as property and casualty insurance and liability insurance. Additionally, we provide corporate philanthropy planning and financial education and training for your employees. Let us help you manage your finances and achieve your goals.
A few examples of how we can help:
