Senior Vice President
JOSH ROTHBARD is a Financial Advisor who helps high-net-worth individuals, professionals, and business owners create financial plans designed to keep more of what they earn while working toward long-term goals.
With more than 25 years in the financial services industry, Josh has seen firsthand why many financial plans fall short. He believes onesize-fits-all strategies often ignore critical factors such as taxes, risk, liquidity, and legacy planning. His philosophy is simple: it’s not how much you accumulate. It’s how much you and your family keep.
Josh holds the AIF® (Accredited Investment Fiduciary) and CDFA® (Certified Divorce Financial Analyst) credentials. He maintains Series 6, 7, and 63 registrations with LPL Financial and holds life and health insurance licenses. His specialized education and training allows him to create individual plans that make a real impact on clients’ lives.
Outside of work, Josh enjoys spending time with his wife, Jen, and their children, Hannah and Tyler.