Josh Kadish

About Josh Kadish

After building a successful wealth management firm, Josh exited financial services to…

Experience

1. Partner & Financial Life Management Coach

   Fancity, Inc

   Jan 1995 — Present · Riverwoods, IL, US

   For goal-oriented individuals who want help identifying, defining and planning the course of action needed to achieve their “One Best Life,” our holistic planning services provide the education, resources, guidance and advice that you need to make informed financial life decisions with clarity and confidence.Unlike many financial services firms, we’re an independent Fiduciary whose aim is to educate and provide assistance using a transparent, fee-for-service model. We do not push products.For a one-time fee, our Second Opinion Review provides you with a non-biased, educational analysis of your current situation and includes recommendations that you can implement on your own without further obligation.Our LifePrint™ Advantage process offers ongoing education, organizational tools, resources and the professional advice needed to give you enhanced control of your financial life.

Education

• University of Wisconsin-Madison

  Bachelor's, International Relations / Political Science

  1988 — 1992

Skills

• Financial Planning
• Estate Planning
• Retirement Planning
• Employee Benefits
• Succession Planning
• Insurance
• Coaching
• Leadership Development
• Strategic Planning
• Team Building
• Financial Services
• Public Speaking
• Leadership
• Sales
• Staff Development
• Strategic Financial Planning
• Recruiting
• Retirement
• Financial Advisory
• Organizational Development
• Wealth Management
• Talent Management
• Finance
• 401k
• Tax
• Small Business
• Talent Acquisition
• Executive Coaching