Josh Andreasen

CFP®, CRPC™, ADPA™

picture of a planner

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

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