Josh arrives at Financial Foundations with an enthusiasm toward building long, lasting relationships with clients and colleagues alike. His background in the financial services industry speaks to his willingness to help others and aptitude for delivering a world-class client experience. As a Paraplanner, Josh is excited to build rapport with clientele and be there for any need they could possibly have.
Prior to joining Financial Foundations, Josh worked as an investment specialist at The Vanguard Group. He graduated from the University of Delaware with a BS in finance and a minor in economics. In accordance with FINRA regulations, he has obtained his Series 7, 63, and 66 securities registrations through Commonwealth Financial Network®.
Josh lives in Boston. Outside of work he enjoys movies, hockey, and a plethora of outdoor activities.
Josh can be reached at [email protected] or