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MEET THE TEAM

headshot of joshua krafchick investment advisor at 369 financial

Joshua Krafchick

Founder

About Joshua

After receiving a degree in Actuarial Science, I began pursuing a career in financial advising and spent years working at several large independent financial institutions and recognized a change was needed in the world of finances. This led me to start 369 Financial with a focus on services tailored to the unique needs of each individual client and during the global pandemic known as “COVID-19” 369 Financial was born.

From there, I was able to take the skills I’ve acquired to help our clients get where they want to go in terms of their financial goals and objectives. I love to act as a guide and to discover what path is best for our clients to take. Rather than many companies take a more “cookie cutter” approach, I enjoy the process and exploring all of the possibilities to allow someone to live their best life not only financially, but personally as well.

369 Financial Video Editor

Yash Kite

Video Editor

About Yash

I do all of the video editing for 369 Financial, especially tailored for social media platforms. With a keen eye for detail and a passion for storytelling, I thrive in transforming raw footage into captivating content that grabs attention and sparks engagement.

My approach to video editing goes beyond just cutting and splicing clips together. It’s about understanding your brand’s message and audience, and crafting visuals that resonate with them on a deeper level. Whether it’s adding that perfect soundtrack, enhancing visuals with effects, or fine-tuning the pacing to keep viewers hooked, I’m dedicated to delivering videos that leave a lasting impression.

369 Financial Time Management Expert

Conrad Ruiz

Time Management Advisor

About Conrad

I’m a strategic partner for 369 Financial as the Founder of Well Aware. My position is to allow the company to be able to provide its clients the best possible experience without sacrificing quality. I’ve helped 369 with implementing strategies and systems so that as they grow as a company, they can ensure their clients are served in a way they feel valued.

bookkeeper 369 financial

Lou Concepcion

Bookkeeper

About Lou

I help with bookkeeping to allow 369 Financial to configure custom solutions for their clients. Whenever someone needs help with a bookkeeping issues solution, I’m able put together a strategy for them to follow. This allows us to focus on the most important items when it comes to not only managing our client’s hard-earned money, but allows us to go above and beyond for a memorable client experience 

Request a consultation

Our initial consultation has a $195 refundable professional fee. There is no obligation to continue working together afterward. See the consultation page for the credit and refund terms.

Our dedicated staff is here to answer any questions you have.

 
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