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Joshua Velasquez, Cltc, Cap Email & Phone Number

Account Executive and Financial Adviser at The Burgess Group - Financial Services
Location: Salt Lake City, Utah, United States 4 work roles 1 school
2 work emails found @tbgroup.org 8 phones found area 801, 435, 970, and 402 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails · 8 phones

Work email j****@tbgroup.org
Direct phone (801) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
The Burgess Group - Financial Services
Role
Account Executive and Financial Adviser
Location
Salt Lake City, Utah, United States
Company size
15 employees

Who is Joshua Velasquez, Cltc, Cap? Overview

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Quick answer

Joshua Velasquez, Cltc, Cap is listed as Account Executive and Financial Adviser at The Burgess Group - Financial Services, a with 15 employees, based in Salt Lake City, Utah, United States. AeroLeads shows a work email signal at tbgroup.org, phone signal with area code 801, 435, 970, 402, and a matched LinkedIn profile for Joshua Velasquez, Cltc, Cap.

Joshua Velasquez, Cltc, Cap previously worked as Account Executive / Financial Adviser at The Burgess Group - Financial Services and Financial Adviser at Massmutual. Joshua Velasquez, Cltc, Cap holds Bachelor Of Applied Science (Basc), Economics And Finance from University Of Hawaii At Manoa.

Company email context

Email format at The Burgess Group - Financial Services

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*@tbgroup.org
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AeroLeads found 2 current-domain work email signals for Joshua Velasquez, Cltc, Cap. Compare company email patterns before reaching out.

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Profile bio

About Joshua Velasquez, Cltc, Cap

Joshua Velasquez, Cltc, Cap is a Account Executive and Financial Adviser at The Burgess Group - Financial Services. He possess expertise in insurance, life insurance, disability insurance, term life insurance, small business and 8 more skills.

Listed skills include Insurance, Life Insurance, Disability Insurance, Term Life Insurance, and 9 others.

Current workplace

Joshua Velasquez, Cltc, Cap's current company

Company context helps verify the profile and gives searchers a useful next step.

The Burgess Group - Financial Services
The Burgess Group - Financial Services
Account Executive and Financial Adviser
Salt Lake City, UT, US
Website
tbgroup.org
Employees
15
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Company profile
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4 roles

Joshua Velasquez, Cltc, Cap work experience

A career timeline built from the work history available for this profile.

Account Executive / Financial Adviser

Current
The Burgess Group - Financial Services

Greater Salt Lake City Area

An internationally based company specializing in wealth creation and transfer strategies for affluent families and charities.

Sep 2018 - Present

Financial Adviser

Massmutual

Salt Lake City Utah

Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.CRN201603-180567

Jan 2015 - Aug 2018
Team & coworkers

Colleagues at The Burgess Group - Financial Services

Other employees you can reach at tbgroup.org. View company contacts for 15 employees →

AB Alex Burgess Alex Burgess Colleague at The Burgess Group - Financial ServicesLos Angeles Metropolitan Area, United States View → JW John Wilcoxson John Wilcoxson Colleague at The Burgess Group - Financial ServicesMonroe, North Carolina, United States View → MY Meredith Yeung Meredith Yeung Colleague at The Burgess Group - Financial ServicesLos Angeles, California, United States View → MP Michele Prather Michele Prather Colleague at The Burgess Group - Financial ServicesAlexandria, Virginia, United States View → MF Marla Folau Marla Folau Colleague at The Burgess Group - Financial ServicesSalt Lake City, Utah, United States View → NB Nick Burgess Nick Burgess Colleague at The Burgess Group - Financial ServicesSeattle, Washington, United States View → MC Micah Couch Micah Couch Colleague at The Burgess Group - Financial ServicesSalt Lake City, Utah, United States View → KO Kelly Olafson Kelly Olafson Colleague at The Burgess Group - Financial ServicesPark Rapids, Minnesota, United States View → AM Alison Murdock Alison Murdock Colleague at The Burgess Group - Financial ServicesSan Diego, California, United States View → SB Steven Burgess, Tep Steven Burgess, Tep Colleague at The Burgess Group - Financial ServicesSalt Lake City, Utah, United States View →
1 education record

Joshua Velasquez, Cltc, Cap education

FAQ

Frequently asked questions about Joshua Velasquez, Cltc, Cap

Quick answers generated from the profile data available on this page.

What company does Joshua Velasquez, Cltc, Cap work for?

Joshua Velasquez, Cltc, Cap works for The Burgess Group - Financial Services.

What is Joshua Velasquez, Cltc, Cap's role at The Burgess Group - Financial Services?

Joshua Velasquez, Cltc, Cap is listed as Account Executive and Financial Adviser at The Burgess Group - Financial Services.

What is Joshua Velasquez, Cltc, Cap's email address?

AeroLeads has found 2 work email signals at @tbgroup.org for Joshua Velasquez, Cltc, Cap at The Burgess Group - Financial Services.

What is Joshua Velasquez, Cltc, Cap's phone number?

AeroLeads has found 8 phone signal(s) with area code 801, 435, 970, 402 for Joshua Velasquez, Cltc, Cap at The Burgess Group - Financial Services.

Where is Joshua Velasquez, Cltc, Cap based?

Joshua Velasquez, Cltc, Cap is based in Salt Lake City, Utah, United States while working with The Burgess Group - Financial Services.

What companies has Joshua Velasquez, Cltc, Cap worked for?

Joshua Velasquez, Cltc, Cap has worked for The Burgess Group - Financial Services, Massmutual, and Farm Bureau Financial Services.

Who are Joshua Velasquez, Cltc, Cap's colleagues at The Burgess Group - Financial Services?

Joshua Velasquez, Cltc, Cap's colleagues at The Burgess Group - Financial Services include Alex Burgess, John Wilcoxson, Meredith Yeung, Michele Prather, and Marla Folau.

How can I contact Joshua Velasquez, Cltc, Cap?

You can use AeroLeads to view verified contact signals for Joshua Velasquez, Cltc, Cap at The Burgess Group - Financial Services, including work email, phone, and LinkedIn data when available.

What schools did Joshua Velasquez, Cltc, Cap attend?

Joshua Velasquez, Cltc, Cap holds Bachelor Of Applied Science (Basc), Economics And Finance from University Of Hawaii At Manoa.

What skills is Joshua Velasquez, Cltc, Cap known for?

Joshua Velasquez, Cltc, Cap is listed with skills including Insurance, Life Insurance, Disability Insurance, Term Life Insurance, Small Business, Sales, Customer Service, and Team Building.

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