Joshua Meltzer Email & Phone Number
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Joshua Meltzer Location
- Boston, MA, US
Joshua Meltzer Work
- Owner @ (March 2020 - Present)
- Notary Public @ Self-employed (January 1985 - Present)
- Mergers and Acquisitions Consultant @ (September 2023 - January 2025)
- Senior Business Broker @ (February 2020 - September 2023)
- Principal @ Retirement Plan Consultant (February 2013 - March 2020)
Joshua Meltzer Education
- Syracuse University - S.I. Newhouse School of Public Communications
BS (Communications)
1979-1983 - Whitman School of Management at Syracuse University
BS (Management)
1979-1983
Joshua Meltzer Skills
- 401k
- Alternative Investments
- Asset Allocation
- Asset Management
- Business Brokerage
- Business Intermediary
- Defined Benefit
- ESOP
- Employee Benefits
- Estate Planning
- Exit Planning
- Financial Advisory
- Financial Planners
- Financial Planning
- Financial Services
- Fixed Annuities
- Insurance
- Investment Advice
- Investment Management
- Life Insurance
- Mergers & Acquisitions (M&A)
- Non Qualified plans
- Options Strategies
- Pensions
- Portfolio Management
- Profit Sharing
- Retirement Plan Consulting
- Retirement Plan Design
- Retirement Planning
- Strategic Financial Planning
- Valuation
- Wealth Management
- Wealth Management Services
- Fiduciary
- High Net Worth
- Cash Balance
- Defined Contribution
- Qualified Retirement
- IRAs
- Cash Balance Plans
- Variable Annuities
- Mutual Funds
- High Net Worth Individuals
- Qualified Retirement Plans
- Investment Fiduciary
- Disability Insurance
- Pension Funds
- Personal Finance
- ERISA
- Strategic Financial
- ETFs
- Retirement Plan
Joshua Meltzer Summary
- Joshua Meltzer, based in Boston, MA, US, is currently a Owner at Diversified Business Advisors, LLC. Joshua Meltzer brings experience from previous roles at Self-employed, ProNova Partners, Sunbelt Business Brokers of Boston & Providence and Retirement Plan Consultant. Joshua Meltzer holds a 1979 - 1983 BS in Communications @ Syracuse University - S.I. Newhouse School of Public Communications. With a robust skill set that includes 401k, Alternative Investments, Asset Allocation, Asset Management, Business Brokerage and more. Joshua Meltzer has 1 emails and 6 mobile phone numbers on RocketReach.
Looking for a different Joshua Meltzer?
Find contact details for 700 million professionals.
Others Named Joshua Meltzer
Joshua Meltzer
Principal Global AI Policy
New York, United States
Josh Meltzer
Communications Director
New York, NY, US
Joshua Meltzer
Software Engineer
Philadelphia, PA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co