Joshua Gould
Financial Advisor
Highland Financial Group in Wellesley, MA
Joshua is a comprehensive financial consultant with over 10 years' experience serving New England families. Josh focuses on helping clients plan for their future, while protecting themselves in the present, through thoughtful strategic planning and analytics. Joshua values his relationships with clients and approaches each client uniquely through open conversation and looking at the entire financial picture.
Experience
14 years
Specialties
Financial Planning
Investment Management
Retirement Planning
Insurance Planning
Life Insurance
Licenses / Certifications
Series 7
Series 66
Life, Accident, and Health
Education
Roger Williams University
What inspired you to get into this line of work?
Seeing the impact that the financial crisis had on many people in 2008. I wanted to help people better understand their finances, and work with them to create a plan that would help them navigate all life's big events.
What's one piece of insight you wish all families knew?
The Importance of a not only having a financial plan, but also estate planning. Too many families don't realize how valuable having a solid estate plan is to the transfer of wealth.
What excites you most about working with Addio families?
Helping my clients to simplify some of the Estate Planning process, and allowing them to have all of their end of life planning in one place.
Schedule a free consultation
Connect with Joshua Gould and get answers to all your planning questions.