Josh Pinchek, CFP®
Josh serves as a Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.
With more than 20 years of experience in the financial services industry, Josh has developed an in-depth knowledge of providing clients with comprehensive wealth management. Josh began his career working with high-net-worth clients at two major financial institutions before moving to a national wealth management advisory firm serving high-net-worth individuals and families. Immediately prior to joining Creative Planning, Josh worked for an independent wealth management firm as a financial advisor.
Josh earned a Bachelor of Business Administration degree in finance with a minor in economics from the University of Pittsburgh. He is a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards.
In his spare time, Josh enjoys watching college football, hiking, trying new foods, traveling and spending time with his wife, Chi; daughter, Olivia; and dog, Rocket.
Articles by Josh Pinchek, CFP®
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