Josh Weiss (CFP®)
Josh Weiss focuses in the
following client markets or areas of practice:
- College/Education Planning
- Generation X
- Hourly
- Middle Income Client Needs
- Millennials
- Retirement Plan Investment Advice
- College/Education Planning
- Generation X
- Hourly
- Middle Income Client Needs
- Millennials
- Retirement Plan Investment Advice
Planning Specialties
Josh is a Certified Financial Planner (CFP®), driven to prioritize and develop relationships that focus on client needs and goals. Josh started his financial planning career with Fidelity Investments before joining the Compass Planning team in 2020. "My approach to financial planning centers on cultivating long-term relationships built on trust, transparency, and mutual respect," Josh says. "I am focused on empowering individuals and families to make informed decisions, navigate life transitions, and plan effectively for retirement."
Additional Information
Compass Planning Associates is a fee-only financial consulting firm whose mission places clients' interests at the forefront and steers clear of conflicts of interest that can be part of traditional broker and sales-based advisor relationships. The Compass Planning team are dedicated professionals who share a vision for fee-only, client-centered financial planning services.
NAPFA Start Date
January 04, 2023
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