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Josh Farmer

Settlement Consultant

With over two decades of consultative sales and account management experience, I have learned to cultivate excellent long-term relationships with clients by maintaining ongoing communication and facilitating solutions to address their individualism and specific concerns.

In my current role, I assist financial advisors in expanding their practices in the settlement consulting arena by implementing effective, creative, revenue-generating, cross-selling sales strategies. I am responsible for a 12 state territory, working with advisors from multiple broker dealers and RIA firms including; LPL, Morgan Stanley, Wells Fargo Advisors, Ameriprise, BGA Insurance, Money Concepts, United, Sea Crest, Capital Synergy Partners, Financial West, & Crump.

As a proud father of three boys and husband to my beautiful wife, I accept life's daily challenges head-on with tenacity and perseverance.

Settlement & Planning Expertise:

  • Personal injury
  • Medical malpractice
  • Wrongful death
  • Cases involving minors
  • Non-Qualified area of Structured Settlements
    • including: Attorneys' Fees
    • Endorsement Contracts
    • Structured Installment Sales
    • Family Law matters
    • Harassment
    • Discrimination
    • Americans with Disabilities Act

Professional Experience:

  • Sage Settlement Consulting (formerly Millennium Settlement Consulting), San Diego, CA

Settlement Planner, 2004 – Present

  • Financial Services Professional, 2003 – Present

Professional Affiliations:

  • MML Insurance Agency, Inc., 2003 – 2013
  • Ash Brokerage, 2007 – Present
  • Action-Sports Service Provider Network

Life Insurance Specialist/Athlete Endorsement Structures

Professional Licenses and Designations:

  • Life and Health Insurance License
  • Long-Term Care – Certification
  • Former Series 6 (FINRA) – Securities License
  • Former Series 63 (FINRA) – Uniform State Law License

Memberships:

  • Consumer Attorneys of San Diego (CASD), Consumer Support Member
  • National Structured Settlements Trade Association (NSSTA)
  • Millennium Angel Foundation, Shining Light Donor

What Clients Are Saying About Josh

  • "Their team of skilled consultants and corporate staff is extremely knowledgeable and a pleasure to work with. I highly recommend them to my clients and colleagues."

    - Chet W. Kern, Edelman & Edelman

    New York, NY
  • "Everything with our structured settlement is in place thanks to Josh's expertise and professionalism."

    - L. Smith

    Moultonborough, NH
  • "When you call Josh, you know you will get a prompt, positive response."

    - Sean Simpson, Simpson & Moore, LLP

    San Diego, CA
  • "Josh Farmer has been instrumental in achieving the best structured settlement options for my clients"

    - Chet R. Bhavsar, Esquire, Russakow, Ryan & Johnson

    Pasadena, CA
  • "Josh sets the standard for the plaintiff's representative."

    - Daniel M. Gilleon, Mitchell & Gilleon

    San Diego, CA
  • "I would recommend Josh to anyone who wants an expert in the area of structured settlements and who is very sensitive to individual client and attorney's needs."

    - Jerrold M. Bodow, The Law Office of Jerrold M. Bodow, A.P.L.C.

    San Diego, CA