Josh Levitus was born in New York City but grew up in Richboro, PA, and graduated from Lehigh University with a BS in Finance. He has obtained his FINRA series licenses, 7, 63, 65, and insurance licenses.
As a financial professional, Josh is passionate about helping people make wise investment choices, plan for their retirement, and manage their budgets with confidence. His expertise extends to managing individual investment portfolios and providing financial planning advice. Josh takes pride in getting to know his clients and understanding their unique financial situations and goals. He works closely with each of them to develop personalized strategies that help them work toward their financial objectives.
In addition to his work in finance, Josh is also committed to giving back to his community through volunteer work. His dedication to his clients and community makes him an asset to any team, and he is eager to continue helping others pursue financial success.