About

Josh began his career in wealth management as an intern in 2023 while completing his degree at Rensselaer Polytechnic Institute in just three years. Josh has quickly advanced to be an Associate Financial Planner at Wealth Enhancement, passing the Certified Financial Planner™ exam in record time. Josh is currently preparing for the Chartered Financial Analyst® exams to further deepen his investment expertise. 

Josh has an innate ability to analyze and propose strategies for complex cases. He works personally with our young professionals in educating them on using investment and tax opportunities to create a successful foundation for building their wealth.

In his free time, Josh is a car enthusiast and eager traveler.

Education

  • BS, Business & Management, Rensselaer Polytechnic Institute

Articles by topic

No results for "[current-page:query:keyword]"

We searched through our content archive and didn't find any matches.

Looking for more insights?

Get our newsletter with market commentary, financial planning perspectives, and webinar invitations.

Wealth Enhancement uses your information to respond to requests and share product and service information. You can unsubscribe at any time. Review our Privacy Policy for more information.