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Josh Fein

Josh Fein

Partner

BIOGRAPHY

Josh Fein is a Partner Advisor with AdvicePeriod where he leads the New York division and is responsible for overseeing all of its operations. With over a decade of experience in finance and leadership, Josh helped AdvicePeriod expand nationally by launching an East Coast presence and opening and managing the New York offices.

Josh works with a select group of entrepreneurs and high net worth families helping them achieve their financial, tax, estate, and philanthropic goals. He has particular expertise in pre-liquidity event planning for the sale of closely held businesses and inter-generational wealth transfer strategies. Prior to AdvicePeriod, Josh founded and served as CEO of J.R. Advisors, a financial consulting firm with locations in both New York and Los Angeles.

Josh has a Bachelor of Business Administration in finance from the City University of New York’s Zicklin School of Business and holds the Chartered Retirement Planning Counselor designation from the College of Financial Planning.

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