Josh Jenson, CFP®

Portfolio Manager

Why One Life?
What I love about One Life is the unique values-based approach to developing a financial plan. Our process aims to help maximize the quality of life and financial peace of mind for every client we serve. As a part of the One Life team, I get to live out my passion to cultivate a culture of radical transparency in the financial lives of our clients and help them discover the freedom that can come from embracing reality.

Core Values:
Adventure, Integrity, Enthusiasm, Industrious

Josh specializes in managing investments at One Life Financial to align with each client’s goals and financial plan. Using his accounting background, Josh leads the deep dive tax planning meetings to help clients minimize their tax bill today and in the future. Josh also leads annual reviews to update client financial plans, capture any updates, and explore opportunities to get more out your time and money.

Contact Josh when you need assistance in the following areas:

  • Trading instructions
  • Making a deposit or withdrawal
  • Tax minimization strategies
  • Education planning strategies
  • Schedule a meeting to discuss financial/life updates

About Josh:

Josh grew up on a dairy farm in Northfield, MN where he learned things like picking rocks, stacking hay, and starting a picture-worthy campfire.

Since then, Josh has traveled to 20 countries on 5 continents, he’s consulted global banks on asset-based securitization portfolios, and he’s assisted startup companies in setting up accounting and technology systems.

Whether exploring Machu Picchu or optimizing a financial process, Josh approaches interactions with a genuine, relatable presence.

Josh started working with One Life in January of 2018; he brings a fresh perspective to the financial planning process and works effortlessly to help optimize the client experience.