Josh Boris, CFP®, CRPC®
CERTIFIED FINANCIAL PLANNER™ Professional
Josh Boris, CFP®, CRPC® has been in the Financial Industry for over 6 years and has a strong knowledge of retirement income planning strategies, the utilization of advanced planning software, and outstanding customer service.
Josh graduated from the University of St. Thomas with a degree in finance while playing collegiate soccer. Josh is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Chartered Retirement Planning Counselor designation. In his free time Josh enjoys golfing, traveling, spending time with friends and family by the lake, and exploring Milwaukee’s restaurant scene.
Josh holds the Series 7, 6, and 63 registrations through LPL Financial. Licenses in Life and Health, and a Certified Financial Planner™ Professional.
CRPC conferred by College for Financial Planning.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirement.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through Richmond Investment Services, LLC, a registered investment advisor and separate entity from LPL Financial.