Josh Larson, CFP®, currently serves as a Wealth Strategist and Regional Director of Wealth Planning at Corient since August 2023. Prior to this role, Josh worked at CI BDF Private Wealth from October 2017 to July 2023, where titles included Wealth Advisor, Senior Advisor, Advisor, and Senior Planner. Earlier experience includes tenure at Sebold Capital Management from 2012 to 2017 as an Advisor and Intern. Josh holds a Bachelor of Arts degree in Accounting and Business & Commerce from Aurora University, completed in 2013, and obtained a certification from the Northwestern University School of Professional Studies as Certified Financial Planner in 2015.
This person is not in the org chart
This person is not in any teams
This person is not in any offices