Joshua Murty
Senior Vice President, Wealth Management Advisor
NMLS #557847
145 South State College Blvd
Suite 300/350
Brea CA 92821
(714) 257.4463
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

At a young age I realized the importance of investing and wanted to be a part of helping families make wise financial decisions. Today, I hold the CERTIFIED FINANCIAL PLANNER certification and am a Senior Vice President, Wealth Management Advisor with over 15 years of experience helping families just like yours. I was named to Forbes “Best-in-State Next-Generation Wealth Advisors” list in 2019 (Published on September 4, 2019. Rankings based on data as of March 31, 2019).*

I focus on delivering a comprehensive approach to managing wealth that begins with listening to a client’s needs and helping to ensure every strategy is grounded in understanding what each client wants to achieve. My access to the investment insights of Merrill Lynch Wealth Management and banking convenience of Bank of America helps address the various aspects of clients’ financial lives. I am driven by my passion for delivering excellent service and helping clients pursue their goals.

I am fortunate enough to have a strong team behind me-- The Murty Goodrich Group.

The Murty Goodrich Group is dedicated to helping our clients in a meaningful way to understand, plan and prepare to make complicated financial decisions and accomplish their financial goals. We believe it is important for our clients to have access to the education and resources they need to make the choices that are right for them.


*Source: The Forbes “Best-in-State Next-Generation Wealth Advisors” list, published on September 4, 2019. Rankings based on data as of
March 31, 2019.

Forbes “Best-in-State Next-Generation Wealth Advisors” list was developed by SHOOK Research. Advisors considered for this ranking
were born in 1980 or later with a minimum 4 years relevant experience; advisors have: built their own practices and lead their teams;
joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures:
telephone and in-person interviews, client retention, industry experience, credentials, review of compliance records, firm nominations;
and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a
criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based
on the opinions of SHOOK Research, LLC and not representative nor indicative of any one client’s experience, future performance, or
investment outcome. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking. Forbes
is a trademark of Forbes Media LLC. All rights reserved. Rankings and recognition from Forbes are no guarantee of future investment
success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings
should not be construed as an endorsement of the advisor.

Recognition
Forbes "Best-in-State Next Generation Wealth Advisors", 2019
(Published on September 4, 2019. Rankings based on data as of March 31, 2019.)
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About Me
Philosophy

Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.

Meet Our Professional Staff
Daniela Romo
Officer, Wealth Management Client Associate
714.257.4459
Sarah Rooskandar
Assistant Vice President, Registered Wealth Management Client Associate
714.257.4493
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Sara Burns
Wealth Strategies Advisor
Bank of America, N.A.
Horacio Orozco
Wealth Management Banking Specialist
Merrill
Rudy Armijo
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #1254939
About Merrill

Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Joshua Murty is registered to do business in AR, AZ, CA, CO, CT, DC, FL, IA, ID, IL, KS, LA, MA, MI, MO, MT, NC, NM, NV, NY, OR, TX, UT, VA, WA, WI.