Josh Patrick, CFP®, CLU, ChFC
Principal
Josh Patrick specializes in working with closely held business owners on a variety of issues important to owners of private firms. Josh is the founding Principal of Stage 2 Planning Partners, a wealth management and business consulting firm that builds on his thirty years of experience as a business owner.
He grew his first company to 90 employees and four branches before selling it in 1995. Since that time, he has worked throughout the financial services industry, first, for a large Mutual Insurance Company and since 1997 as Principal of his own firm, Stage 2 Planning Partners. Josh is a Certified Financial Planner (CFP), a Chartered Life Underwriter (CLU), and a Chartered Financial Consultant (ChFC).
Josh is a member of Partners Financial, an insurance producer group. He also is a member of the National Association of Life Underwriters, The Financial Planning Association, The Million Dollar Roundtable and the Advanced Association of Life Underwriters. He holds a BA from Boston University.
Josh is married, with two children, Sam and Alexa. He and wife Suzanne enjoy skiing, Golden Retrievers and the Lyric Theater. Josh is a voracious reader who thoroughly enjoys many topics, but especially the world of business and money.
Email: jpatrick@stage2planning.com