Josh Bublitz

Experience

1. Financial Advisor

   Equitable Advisors

   Jan 2020 — Present · RI, US

   As a practicing CERTIFIED FINANCIAL PLANNER™ professional, Josh works with clients to develop individualized and comprehensive solutions in all aspects of financial planning. This includes retirement planning, risk management, college, tax and estate planning, investment and portfolio management as well as providing guidance on employer-sponsored plans and company benefits. As a practicing CERTIFIED DIVORCE FINANCIAL ANALYST™ professional, Josh works with divorcing couples, and their respective attorneys, to expertly and objectively analyze a household financial situation to develop solutions that are equitable and do not negatively disadvantage one party over the other. Josh works with a team of advisors with over 150 years of combined experience in East Greenwich, RI. Together they form Wealthbridge Legacy Partners, a boutique financial planning firm that is in alliance with Equitable Advisors. EDUCATION AND PROFESSIONAL DESIGNATIONS- FINRA Series 7 and 66 securities licenses- Life, Health and Annuity Insurance Producer licenses- Bachelor’s degree in Business (Finance) – Massey University, New Zealand- Certificate in Financial Planning – Bryant University, Rhode Island- CERTIFIED FINANCIAL PLANNER™ professional – CFP® Board- CERTIFIED DIVORCE FINANCIAL ANALYST™ professional – Institute for Divorce Financial Analysts- Credentialed Holistic Financial Coach – Columbia University Business School, New York- Certified Retirement Education Specialist – National Tax-Deferred Savings AssociationJosh, originally from New Zealand, is an avid mountain biker, bike-packer and homebrewer and loves spending time at the Maine lakes with his family. Josh resides in Barrington, RI with his wife, Maggie and their two children, Vera, and Oscar.