Josh is a Partner Advisor with AdvicePeriod where he specializes in working with entrepreneurs and business owners. Josh helped AdvicePeriod launch an east coast presence and opened its first office outside of California, in New York. With over a decade of experience, Josh assists his business owner clients with succession planning and exit strategies, often helping them navigate the complex tax and estate planning ramifications that come with selling a company or transitioning interests to future generations.
Prior to AdvicePeriod, Josh was the founder and President of J.R. Wealth Advisors, a wealth advisory firm focused on intergenerational wealth transfer strategies for family-owned businesses. J.R.’s eventual integration with AdvicePeriod helped Josh gain first hand experience with company mergers, enabling him to be well equipped to help clients through the financial and emotional challenges that go along with the M&A process.
Josh earned his BBA 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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