Josh Abercrombie
Regional Consultant
- Role
- Vice President at Cantor Fitzgerald Asset Management
- Location
- Phoenix, AZ, US
- LinkedIn followers
- 500 followers
About Josh Abercrombie
As a highly experienced Sales Consultant, I have spent my career helping advisors build comprehensive wealth management strategies to achieve their clients\' financial goals. I hold FINRA Series 7, 6, 63, and 65 licenses, and I specialize in providing innovative investment solutions to advisors while helping them develop tailored investment strategies, that incorporate retirement income, estate planning, and wealth transfer goals. My deep expertise spans a broad range of investment products, including mutual funds, ETFs, annuities, life insurance, and alternatives like REITs, interval funds and 1031/721 exchanges.With a strong track record in new business development and territory management, I excel in consultative selling and delivering impactful sales presentations. My consultative approach to sales and has allowed me to develop strong relationships and effectively identify opportunities in financial markets.As a CIMA and CFP professional, I continue to enhance my expertise in investment management consulting, helping advisors navigate complex financial landscapes. Whether through wealth management, retirement planning, or personalized investment strategies, my goal is always to empower advisors with the right tools to achieve long-term financial success.
Experience
Vice President
Cantor Fitzgerald Asset Management
Aug 2022 — Present · US
Education
W. P. Carey School of Business – Arizona State University
Bachelor of Science, Finance
2000 — 2002
University of Phoenix
Master of Business Adminsitration
2006 — 2007
The Wharton School
CIMA, Certified Investment Management Anaylst
2008
Skills
- Life Insurance
- Relationship Management
- Practice Management
- Retirement
- Asset Protection
- Financial Services
- Retirement Planning
- Consultative Selling
- New Business Development
- Equities
- Managed Futures
- Hold Series 7
- Fixed Income
- Investment Sales
- Series 6
- Sales Presentations
- Investment Strategies
- Separately Managed Accounts
- Series 63
- Client Service
- Wealth Transfer
- Investments
- Investment Advisory
- Financial Markets
- Portfolio Management
- Modern Portfolio Theory
- Territory Mgmt
- Public Speaking
- Asset Allocation
- Mutual Funds
- Wealth Management
- Long-Term Care
- Asset Management
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