Broker Check
Josh Rothbard, AIF, CDFA ®

Josh Rothbard, AIF, CDFA ®

Senior Vice President

Josh Rothbard is a Registered LPL Financial Advisor and Insurance Broker. He helps business owners and professionals create financial plans to keep more money in their pockets while working toward their financial goals.

During Josh's 20 years in the financial services industry, he realized that many financial plans don't work because of advisors generic strategies and "cookie cutter" advice. While many advisors focus solely on helping their clients strive to accumulate as much money as possible, Josh considers things like taxes, guaranteed income, liquidity, risk, ownership and issues at death. His philosophy is "it's not how much you accumulate, it's how much you and your family keep."

In 2000 Josh's career as a Financial Advisor took off and within two years he has promoted to a sales manager position. Josh quickly discovered, however, that what he enjoyed most was helping his clients create strategies to preserve wealth rather than sitting behind a desk managing others.

As Josh's career progressed he found many of his new clients had been following bad advice from family members and the media. They didn't understand that their individual situation was different from the "advice giver."

Josh now dedicates most of his time to helping his clients create plans that seek to build and preserve wealth. His specialized education in financial planning allows him to create individualized strategies that may make an impact on his client's lives using strategies such as:

  • Income Protection Planning
  • Employee & Executive Benefits
  • Business Succession Planning
  • Retirement Planning
  • Estate Planning
  • Disability Insurance Planning
  • Life Insurance Planning
  • College Aid Planning

Josh is a member of the National Association of Insurance and Financial Advisors, the current President of Business Network International Fort Washington Chapter, and the Chairperson of the Philadelphia Divorce Alliance.

When not working hard for his clients, Josh enjoys spending his time with his wife Jen and children Hannah and Tyler.