Josh Andreasen
CFP庐, CRPC鈩, ADPA鈩
Here to act in your best interests
About me
Since I believe there is a balance between money, health and happiness, I consider myself somewhat of a 鈥渇inancial therapist.鈥 Throughout my career, I鈥檝e never lost sight of the fact that financial planning is fluid and not just about numbers and dollar signs. Outside of work, I'm a nerd 鈥 I enjoy board games, puzzles, home renovation projects and refereeing in local football leagues.
Certifications
CERTIFIED FINANCIAL PLANNER鈩
Chartered Retirement Planning Counselor鈩
Accredited Domestic Partnership Advisor鈩
Education
Bachelor of Science, Management - University of Massachusetts, Boston
Visit one of our Locations
Boston I - Burlington
25 Burlington Mall Road
Suite 405
Burlington, MA 01803
Phoenix - Virtual Advisors
4742 N. 24th Street
Suite 400
Phoenix, AZ 85016
Working with Us
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Certain services provided on an educational and guidance basis only.
