Josh Fein is a Partner Advisor at AdvicePeriod where he is charged with the responsibility for overseeing the successful delivery of wealth planning and strategic advice for clients across Southern California and the Northeast Region. With over a decade of experience in finance and leadership, Josh led AdvicePeriod’s nationwide expansion and established the firm’s New York office.
Josh has significant expertise in pre-liquidity event planning for sales of closely held businesses and multigenerational wealth transfer strategies for high net worth families. He has extensive experience partnering with entrepreneurs and corporate executives to help them achieve their financial, tax, estate planning, and philanthropic goals. Prior to AdvicePeriod, Josh served as the CEO of J.R. Advisors where he was responsible for the firm’s overall growth and strategic direction.
Josh serves on the Board of Governors of Cedars-Sinai Medical Center and the Young Leadership Cabinet of the Jewish Federation. He has been quoted by various media outlets as a thought leader on wealth planning and was named a Best In State Wealth Advisor by Forbes. Josh earned his Bachelor of Business Administration from the Zicklin School of Business at Baruch College and is a CFP® Practitioner.
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