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 The East Coast Group, 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 daughter, Sloane.
SHOOK Research considered advisors born in 1980 or later with a minimum 4 years relevant experience. Advisors have built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Out of 6,389 advisors considered, 1,489 made the final list in 2019. For more information see www.SHOOKresearch.com.
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.