Josiah supports Rise Financial Partners with strategic technology and compliance initiatives. His day-to-day responsibilities include assisting with financial planning analysis, investment research, creating processes, and maximizing organizational efficiencies.
Josiah graduated with a Bachelor of Science in Economics with a concentration in Finance from the Wharton School at the University of Pennsylvania. He has passed FINRA’s Series 65 and is currently pursuing a CERTIFIED FINANCIAL PLANNER™ designation.
Licenses | Designations
Series 66 | *Currently Enrolled in the CFP® certificate program