Amit Josef
Senior Vice President, Senior Wealth Advisor at Lido Advisors
Based in Los Angeles, United States
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Seniority
Vp
Department
Sales & Business Development
Location
Los Angeles
Industry
Financial Services
Company size
439
Contact information
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a•••••••@lidoadvisors.com
Phone
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Background
About Amit Josef
As a member of Lido Advisors, Amit takes this shared passion of using a consultative approach to wealth management and enjoys helping families be prepared for life both during and after their careers by using a disciplined approach and developing life-long relationships. A graduate of California State University Northridge with a B.S. in finance with an emphasis in personal finances, Amit is a Certified Financial Planner (CFP®) and holds the series 7 and 66 licenses as well as Life and Health Licenses. Amit is actively involved within the community working alongside the Young Men's Division of The Exectuvies JHA - Los Angeles as well as a member of Adopt-A-Family Foundation. He lives in Agoura Hills, CA.
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