Financial Services Professional @ (September 2014 - Present)
Financial Services Professional @ (August 2014 - April 2017)
Agent @ (August 2014 - Present)
Associate Sales Development Manager @ (April 2017 - September 2019)
Agent @ (August 2014 - April 2017)
Financial Adviser @ (September 2019 - January 2026)
Josh Gonzalez Education
The George Washington University
Bachelor of Arts (BA)
2004-2007
Josh Gonzalez Skills
Estate Planning
Wealth Preservation Planning
Insurance
Retirement Planning
Investments
Lgbt Planning
Multi Generational Planning
IRA Rollovers
Life Insurance
Lifetime Income Strategies
Multi Generational Wealth Transfer
Charitable Giving
Buy Sell Agreements
Key Person Insurance
Licensed Life Insurance Agent
Business Succession Planning
Wealth Transfer Strategies
401k Rollovers
Business Exit Strategy
Education Funding Strategies
Business Insurance Planning
Annuity Sales
Supplements To Employee Benefits
Josh Gonzalez Summary
Josh Gonzalez, based in Vienna, VA, US, is currently a Insurance Professional, Financial Adviser at BFS-Blueprint for Financial Success. Josh Gonzalez brings experience from previous roles at Eagle Strategies LLC, NYLIFE Securities LLC and New York Life Insurance Company. Josh Gonzalez holds a 2004 - 2007 Bachelor of Arts (BA) @ The George Washington University. With a robust skill set that includes Estate Planning, Wealth Preservation Planning, Insurance, Retirement Planning, Investments and more. Josh Gonzalez has 3 emails and 1 mobile phone numbers on RocketReach.
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