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SENIOR WEALTH ADVISOR & UNHW SPECIALIST · NEW YORK

Josh Bergman, JD, CFA®

Josh is an advisor with The Retirement Studio who specializes in complex financial planning for business owners, executives, and families with complicated financial planning needs.

Education: University of Miami Business School, 2011 | University of Pennsylvania Carey Law School, 2014

 
HOW JOSH WORKS

Clear Thinking. Personal Guidance.

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Philosophy

The most complex situations deserve the most thorough planning. Every strategy should align back to the client's goals.

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Approach

Deeply technical and highly collaborative. He models out scenarios, analyzes risk, and works closely with clients and the whole advisory team to keep tax and investment strategies aligned.

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Personal

Proud father and husband. Off the clock, you’ll find him shooting hoops, exploring outdoors, or lost in a nerdy book.

“Help clients navigate their most complex financial moments, from business sales to equity compensation to public and private market investments, with clarity and confidence.”

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