Josh Andreasen
CFP®, CRPC™, ADPA™
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 “financial therapist.” Throughout my career, I’ve 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 – I enjoy board games, puzzles, home renovation projects and refereeing in local football leagues.
Certifications
CERTIFIED FINANCIAL PLANNER™
Chartered Retirement Planning Counselor™
Accredited Domestic Partnership Advisor™
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
Certain services provided on an educational and guidance basis only.