Josh Levitus
Financial Planning Sponsor at Cornerstone Capital Planning Group
Based in Richboro, United States
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Seniority
Staff
Department
Other
Location
Richboro
Industry
Financial Services
Company size
4
Contact information
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j•••••••@ccp.group
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Background
About Josh Levitus
As an Investment Advisor Representative at New Century Financial Group, LLC, I provide customized financial advice and solutions to clients with diverse needs and goals. I have been working in this role for eight months, after completing a year and a half as a Financial Planning Sponsor and Associate at Cornerstone Capital Planning Group, where I supported the development and implementation of comprehensive financial plans for individuals and businesses. I graduated from Lehigh University in 2023 with a Bachelor's degree in Finance, and I have acquired multiple skills in financial planning, investment analysis, portfolio management, risk management, and client relations. My core competencies include analytical thinking, problem-solving, communication, and teamwork. I am passionate about helping clients achieve their financial objectives and dreams, and I constantly seek to learn and grow in the field of finance. For Disclosures, please visit
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