As a Partner Advisor with AdvicePeriod, Josh integrates planning and investment advice for his select group of high net worth individuals and families. Josh advises clients on asset allocation, estate and philanthropic strategies as he helps them accomplish their goals.
Prior to joining AdvicePeriod, Josh founded and was CEO of J.R. Wealth Advisors. Operating out of New York and Los Angeles, J.R. was a full service investment and financial planning firm focused on creative investment solutions, personalized service, and total transparency. In 2015, New York Magazine recognized Josh as a 5 Star Wealth Manager.
Josh earned a BA in finance from Baruch College and the Chartered Retirement Planning CounselorSM from the College for Financial Planning. He is a member of the Financial Planning Association, Society of Trust and Estate Practitioners and the Society of CPAs.
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