WHO WE ARE | Joshua Gottfried
Joshua Gottfried, CFP®, AIF®
Founder and Principal
Joshua Gottfried CFP®, AIF® is a founder and principal of Gottfried & Somberg Wealth Management, LLC, an independent investment and financial services firm.
practice focuses on retirement income planning for suitable individuals and families within five years of retirement, and helping maintain these clients' lifestyles throughout their retirement years.
As a CERTIFIED FINANCIAL PLANNER™ practitioner with 15 years of experience, Josh
provides comprehensive financial planning guidance and is committed to the highest standards of ethical conduct.
specializes in creating individually tailored retirement income plans by analyzing investment allocations, maximizing pension and Social Security benefits, and mitigating overall risk throughout retirement.
has written articles for, and been quoted in, many publications, including The New York Times
, Financial Planning Magazine
, Investment Advisor Magazine
, and The New London Day
has been honored with several national rankings.
In 2015, Josh
was listed in REP. magazine
as number 13 on their Top 50 NextGen Independent Broker/Dealer Advisors.
In 2014, Josh
was listed as number 58 in REP. magazine
"Top Next Gen IBD Advisors".
In 2011, Josh
was named as one of the Top 100 Independent Financial Advisors in America by Registered Rep Magazine.
He has been named a Five Star Wealth Manager for each of the past four years in Connecticut Magazine by Crescendo Business Services.
Josh is a registered representative of Commonwealth Financial Network® (CFN), member FINRA/SIPC, an independent broker/dealer with a national network of more than 1,300 financial professionals.
CFN has been recognized ten times as the Broker/Dealer of the Year by Investment Advisor Magazine
Josh is also a member of Commonwealth's Leaders Club, which recognizes the top 5 percent of all Commonwealth advisors.
enjoys educating people about their retirement options.
Using patience and insight, he
breaks down complex financial decisions into easily understandable steps.
has presented to over 5,000 public school educators and state employees, explaining their pension, Social Security and health insurance benefits.
does philanthropic work for The House
of Bread, the American Cancer Society, and the Jewish National Fund
In addition to donations of money and time, he also manages three endowments and sits on the Board at Beth El Temple in West Hartford and is a member of the investment committee of the Jewish Community Foundation of Greater Hartford.
Josh loves running, hiking and camping and is an avid reader of 19th and early 20th century American history.
lives with his
family in downtown Hartford.