Adding Dr. Josh to my contacts list 20 years ago as a friend and financial advisor was the best decision I ever made. I was on vacation in the Dominican Republic when my heart attack struck and I was at a loss of what to do in a foreign country. I got an EKG at the local hospital and the ER doctor said it looked normal. They wanted me to wait three hours for blood test results. I took pictures of the EKG and texted them to Dr. Josh and he responded within seconds that I was having a heart attack and he even knew which arteries were blocked. He insisted I go to a cath lab immediately and not wait for the blood test results. He also talked me out of flying back to USA for help. I went to the clinic in Puerta Plata, where I was stabilized and got two stents in Santiago the following day. Thank you Josh for being available to help me when I was at the lowest point in my life. “ “I am off today so i have some time if you need this edited or you can edit it as you see fit.

Joshua has a tenacious desire to help people! As an emergency room physician he is well tempered to make good decisions in high stress situations. His attraction to financial services is due to his passion for helping others and self discovery of how money works. I would suggest Joshua for planning advice and would hope he is my doc if I ever needed one in an ER.

It is my privilege to reccomend Dr. Joshua Helman but hard to say it all in a few words. He is one of the most knowlegeable and dedicated persons you will meet in his chosen field of both Wealth Mangement/Coaching, and, as a highly regarded physician. His caring for each person that he meets as an individual and his sincere desire to help them reach their personal goals should be admired by other professionals. Josh takes it to another level!