Josh Cfp's Professional Contact Details

HQ
+1 (617) 523-4666
Location
Manchester, New Hampshire

Josh Cfp's Current Company Details

Compass Planning Associates helps families, individuals, and small-business clients achieve financial security, knowledge, and control over their money. Our fee-only, client-centered approach provides education...
Compass Planning Associates helps families, individuals, and small-business clients achieve financial security, knowledge, and control over their money. Our fee-only, client-centered approach provides education and guidance to help you achieve your financial goals and dreams.With offices in downtown Boston and Newton, Mass., the Compass Planning Associates will work closely with you on all of your financial planning needs. We offer a variety of services and plans customized to meet your individual needs. No minimum level of assets is required, and it's never too early or too late to learn how to become financially savvy!Our mission is to help people make wise financial decisions whatever their stage in life or business development. When you leave our offices, you will do so feeling confident -- knowing you have an experienced team of caring professionals steering your financial course.
financial planning
investment advisory
retirement planning
fee only financial planning
financial services

Josh Cfp's Work History and Education

Compass Planning Associates Inc
Client Relationship Manager | Paraplanner
2020 - Present
Fidelity Investments
Workplace Planning Associate
2018 - 2020 • 2 years
Liberty Mutual Insurance
Medical Insurance Underwriter Intern
2017 - 2018 • 6 months

Others Named Josh Cfp

Certified Financial Planner & Director at Dalton Financial Partners
Financial Advisor at Prudential Financial
Council Member - Employer Plan Advisory Council at Advisor Group
Financial Advisor at Edward Jones
Financial Solutions Advisor at Merrill Edge
Wealth Advisor at Access Credit Union
Certified Financial Planner at Plenary Wealth

Frequently Asked Questions about Josh Cfp


What company does Josh Cfp work for?

Josh Cfp works for Compass Planning Associates Inc.

What is Josh Cfp's role at Compass Planning Associates Inc?

Josh Cfp's role at Compass Planning Associates Inc is Client Relationship Manager | Paraplanner.

What is Josh Cfp's email address?

Josh Cfp's email address is j**@compassplanning.com.

What is Josh Cfp's business email address?

Josh Cfp's business email address is j**@compassplanning.com.

What is Josh Cfp's HQ phone number?

Josh Cfp's HQ phone number is +1 (617) 523-4666.

What industry does Josh Cfp work in?

Josh Cfp works in the Financial Services industry.

Who are Josh Cfp's colleagues?

Josh Cfp's colleagues are Jennifer Lane, Randie Mayer and Sarah Stamp.

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