Josh is a Certified Financial Planner™ with over 10 years of experience dedicated to managing and preserving wealth for you and your family. By establishing deep and valued relationships with you, he is able to gain a comprehensive understanding of your goals and needs.
Named to Forbes List of America's Top Next-Generation Best-In-State Wealth Advisors 2019,* Josh works hard to enhance your goals through long-term customized financial solutions by focusing on Retirement Planning, Cash Flow Analysis, Tax Loss Harvesting, Tax Planning Strategies and more. Before becoming Vice President of East Coast Advisors, Josh held positions at Morgan Stanley and Smith Barney where he worked alongside Todd Kissel over the last decade.
A native of New Jersey, he is active in various philanthropic organizations where he volunteers his time assisting the less fortunate. He currently lives in New York with his wife Sarah and newborn daughter, Sloane.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.