Joshua Carvalho | Investment Advisor | Assistant Vice President

Tactical Asset Management: The Active Pursuit of Investment Performance Regardless of Market Trends
Retirement Plans | High Net Worth Investors | Defined Benefit Plans | 401K's | IRA's | Rabbi Trusts

Joshua Carvalho


Joshua Carvalho, Investment Advisor

Joshua Carvalho,
Investment Advisor
Assistant Vice President



Professional:

Joshua Carvalho is an Investment Advisor, Assistant Vice President. He is a Registered Investment Advisor for the states of California, Florida and Texas. Nonprofit and Church organizations are the cornerstone of his business by installing efficient retirement plans, Rabbi Trusts for Pastors, Church legacy planning and individual tactical allocation strategies with a goal of wealth preservation and prosperity.


Joshua Carvalho holds a Bachelor of Arts in Intercultural Studies with a minor in Biblical Studies from Biola University. He works with all levels of securities and Global Tactical Asset Allocation strategies for investment portfolios designed to seek superior momentum performance. His expertise and experience as a former Pastor and Ordained Minister and skill in working with nonprofit organizations combined with his qualifications as an investment advisor will help those with IRAs, 403B Plans, 401k Plans, Defined Benefit and Profit Sharing Plans and individual personal investment portfolios.



Education

Bachelor of Arts in Intercultural Studies with a Minor in Biblical Studies from Biola University.

Professional Education

T4T Church Planting Training – How to start, lead, and multiply organic churches.
School of Leaders 1, 2, & 3 – Spiritual, community leadership.
Citywide Mobilization Mentorship – Evangelism Mentorship
Onething Leadership – Top 100 Christian missions and Leaders
Transform World Prayer Summit – Christian leaders Global Summit
Campus Minister Summit – National campus gospel ministers

Employment History

Investment Advisor | Admin Assistant | Assistant Vice President
2016 to Present – Cantu Tactical Wealth Management
Joshua is a registered investment advisor for the states of Florida, California and Texas. Business focus is nonprofit and church organizations will be a cornerstone of his business by installing efficient retirement plans, Rabbi Trusts for Pastors, Church legacy planning and individual tactical allocation strategies. He conducts strategy analysis for a client’s asset allocation selections for momentum performance regardless of Market trends. Strategy positions include global equities, commodities, international securities and fixed income investments. Some strategies focus on growth while others key on higher dividend income potential. The types of accounts Joshua works with include IRAs, 403B & 401(k) Plans, Defined Benefit and Profit Sharing Plans, Rabbi Trusts and individual personal investment portfolios.

Founder | Director
2009 to Present – BUILDERS
Joshua leads a movement of people who lovingly engage in sharing their faith with people of all different religions and cultures. He holds a summer intensive program every summer since 2009 where 12 different teachers/leaders, including himself, teach students how to effectively share the Gospel with people of all faiths and cultures with love and respect. The graduates are then sent two-by-two to preach the Gospel throughout North America for six months with no money and total reliance on God. He wrote a curriculum for this program that is used to lecture and teach in universities, high schools, churches, and NGO’s throughout the nation. The curriculum includes classes on Theology, Apologetics, Church & Missions History, World Religions, Church Planting, and Spiritual Formation.

Ministry Lecturer and Instructor
2009 to Present – Ministry seminar instructor presented in languages of Portuguese, Spanish and English.

Co-Founder | Director
2010 – 2014 LOVE LA 24/7
Los Angeles, California Team leader mobilizing 82 different churches for seven days of 24/7 prayer, worship, and evangelism in Los Angeles outreached to other US cities.

Author
“Leave Everything” by Joshua Baptista Carvalho, Author
A book about Joshua’s six month faith journey across America from Miami to San Francisco.

Realtor | Wholesaler for REI’s
2015 – 2016 Prestige Real Estate, Realtor in Greater Los Angeles

Substitute Teacher
2013 -2016 – Los Angeles, Excelsior High School | Magnolia School District | Teachers on Reserve

Administrative Assistant
2011-2013- Biola University | Cook School of Intercultural Studies | Great Commission Research Journal. Joshua collaborated with Biola University and over 200 scholarly authors to create the world’s largest online academic database for the Church Growth Movement.

Administrative Assistant | Graphic Designer
2011- Biola University | Christian Ministries and Christian Education Dept. Chair, Dept. Assistant.

Assistant Youth and Evangelism Director
2009 – Agape Renewal Ministries, Joshua taught in Chinese youth groups throughout California on how to effectively share their faith with others and he coordinated and led several youth rallies. He also was one of the founders of ReGen School of Ministry, a school to train Chinese-American youth in church ministry.

Church Planter | Pastor, Ordained Minister
2007-2008 – Church of Acts. Church Pastor in Miami of Haitian, Jamaican, and Latino youth.

Community and Volunteer Work

HRock Church
Youth & Worship Leader
Spanish/English Interpreter

Pasadena International House of Prayer
Worship and Outreach Leader

Ekballo House of Prayer
Outreach Director

Campus Crusade for Christ
Chapter President at Miami Dade College

Christian Club President
Dr. Michael M. Krop High School, Florida
Rio Mesa High School, California

Spanish “Mision Carismatica Internacional”
Church Group Leader, Spanish/English Interpreter

Jubilee Church
Outreach Leader and Worship Team
Children Camp Coordinator

Navigating Financial Markets in the Storm of Volatility™