Joshua Joyner "Sunshine" Lavitoria Callado
Financial Advisor|B.S.
Optimist by nature, Financial Planner by trade
About me
I was born in San Francisco and raised in Daly City, California. I'm a first generation Filipino-American who graduated from California Polytechnic State University, San Luis Obispo in 2021 with a degree in Environmental Management and Protection. Well known to my friends, family, and colleagues as "Sunshine", I am an optimist at heart and believe that you can achieve your goals and dreams with enough hard work and effort. In my off time I love to play video games, sing at karaoke bars, and spending time with others.
I started my career as a recruiter with Northwestern Mutual in Redwood City, California in January of 2022. After building up the Redwood Shores Team, I was inspired by the career changers I brought on and decided to join the ranks of the financial planners in January of 2024. Upon transitioning, I swiftly obtained my Series 6 and Series 63 registrations to further expand the ways I can help individuals.
My team and I focus on working with early career professionals, families, and business owners. We provide a wide range of services including tax efficient strategies, risk/insurance planning, investment planning, and trust/will/estate planning.
Financial Representatives do not render tax advice. Consult with a tax professional for tax advice that is specific to your situation.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
