Josh Massa, CFP®

Bedford, New Hampshire, United States

455 followers

Timeline
About me
Financial Planner & Marine Corps Veteran | Holistic Financial Planning | Wealth, Tax, Risk & Estate Solutions
Education
- Liberty university
  2017 - 2022
  Bachelor's degree financial planning and services
Experience
- G. h. bass & co. outlet
  Aug 2014 - Jul 2016
  Sales associate
- Party vision, llc
  Mar 2016 - Nov 2017
  Event staff
- United states marine corps
  Jul 2016 - Oct 2022
  Team leader
- Transportation security administration (tsa)
  Jan 2018 - Jul 2021
  Transportation security officer
- Td
  Jul 2021 - Oct 2022
  Financial services representative
- Harbor group
  Oct 2022 - now
  - Financial Planner
    Jun 2024 - now
  - Paraplanner
    Oct 2022 - Jun 2024
Licenses & Certifications
- Notary public
  New hampshire
  Mar 2022
- Certified financial planner (cfp)
  Cfp board
  Jun 2024
  View certificate
- Life insurance producer (life and annuities)
  National insurance producer registry
  Oct 2021
Volunteer Experience
- Assistant
  Issued by NH Jump$tart Coalition on Dec 2023
  Associated with Josh Massa, CFP®