Josh Boris, CFP®


Josh Boris has been in the Financial Industry for over 5 years and has a strong knowledge of retirement income planning strategies, the utilization of advanced planning software, and outstanding customer service.

Josh graduated from the University of St. Thomas with a degree in finance while playing collegiate soccer. Josh is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Chartered Retirement Planning Counselor designation. In his free time Josh enjoys golfing, traveling, spending time with friends and family by the lake, and exploring Milwaukee’s restaurant scene.

Holds his Series 6, 7, 63 and 66 Securities Registrations through LPL Financial. Licenses in Life and Health, and a Certified Financial Planner™ Professional.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirement.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: WI

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.

Phone 262-242-4200