Josh began his career in the financial services industry in 2015 and has a background in tax and financial planning. He works with a team of advisors with a focus on servicing and educating participants in retirement plans across New York state. In addition to financial planning, Josh focuses on the retirement space, as well as the 401(k), 403(b), and deferred compensation space. Josh is a Financial Industry Regulatory Authority (FINRA) General Securities Representative (Series 7), FINRA Investment Company and Variable Contracts Products Representative (Series 6), State Securities Agent (Series 63), and is a Certified Financial Planner™ practitioner.
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