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2016-12-25T00:00:00.000Z

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Gottfried & Somberg Wealth Management LLC

340 Hebron Avenue

Glastonbury, Connecticut 06033

United States

Company Description

Gottfried & Somberg Wealth Management, LLC Glastonbury, CT Comprehensive solutions for financial security. ... more

Find other employees at this company (8)

Background Information

Employment History

Contributor

Financial Planning Association

Affiliations

Member
Commonwealth Financial Network

Member of the Investment Committee
Jewish Community Foundation of Greater Hartford , Inc.

Board Member
Beth El Temple

Partner
Levine , Gottfried and Somberg

Web References (45 Total References)


Gottfried & Somberg Wealth Management, ...

www.gottfriedsomberg.com [cached]

Gottfried & Somberg Wealth Management, LLC, is Joshua B. Gottfried, and Matthew A. Somberg.

...
Joshua Gottfried, CFP®, AIF®
Founder and Principal
jgottfried@gottfriedsomberg.com
Joshua Gottfried CFP®, AIF® is a founder and principal of Gottfried & Somberg Wealth Management, LLC, an independent investment and financial services firm. His 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. He specializes in creating individually tailored retirement income plans by analyzing investment allocations, maximizing pension and Social Security benefits, and mitigating overall risk throughout retirement.
Josh has written articles for, and been quoted in, many publications, including The New York Times, Morningstar, Financial Planning Magazine, Investment Advisor Magazine, and The New London Day.
Josh has been honored with several national rankings. In 2015, Josh was listed in REP. magazine as number 13 on its Top 50 NextGen Independent Broker/Dealer Advisors[1]. In 2014, Josh was listed as number 32 in REP. magazine "Top Under 40 IBD Advisors"[2]. In 2011, Josh was named as one of the Top 100 Independent B/D Advisors in America by Registered Rep. Magazine[3]. He has been named a Five Star Professional Wealth Manager for each of the past four years in Connecticut Magazine by Crescendo Business Services[4].
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.
Josh enjoys educating people about their retirement options. Using patience and insight, he breaks down complex financial decisions into easily understandable steps. Josh has presented to over 5,000 public school educators and state employees, explaining their pension, Social Security and health insurance benefits.
Josh 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. He lives with his family in downtown Hartford.
...
Kim serves as the executive assistant to Matthew Somberg and Joshua Gottfried.
...
Lisa Cady has worked with Joshua Gottfried & Matthew Somberg since 2011.
...
As a financial paraplanner, Taylor works closely with Joshua Gottfried to ensure clients receive the best possible service and experience.
...
Kathy works closely with Joshua Gottfried and Jim DeMartino and specializes in retirement benefits for State of Connecticut employees.


Joshua Gottfried, ext. ...

www.gottfriedsomberg.com [cached]

Joshua Gottfried, ext. 265 jgottfried@gottfriedsomberg.com


Gottfried & Somberg Wealth Management, ...

www.gottfriedsomberg.com [cached]

Gottfried & Somberg Wealth Management, LLC, is Joshua B. Gottfried, andMatthew A. Somberg.

...
Joshua Gottfried is a founder and principal of Gottfried & Somberg Wealth Management, LLC.
He is a CERTIFIED FINANCIAL PLANNER™ professional and has worked in the financial services industry for the past eleven years helping hundreds of clients understand their retirement options. With his patient, insightful approach, Josh breaks down complex financial decisions into small easily understandable steps.
Josh specializes in helping clients as they near retirement and through their retirement. As a CFP® professional, Josh has met rigorous education, examination, and experience requirements to provide comprehensive financial planning guidance and is committed to the highest standards of ethical conduct while working for his clients. Josh has completed his Personal Financial Planning Certificate, confirming his expertise in investment and risk management, pension and social security planning, and analyzing Medicare and health insurance plans. Josh also holds the Accredited Investment Fiduciary® (AIF®) designation.
Josh has published articles in Financial Planning Magazine, in which he shares his expertise on Social Security benefits, and most recently, an article to help other financial planners understand recent changes in the 403b regulations. Josh has also been quoted in Morningstar, Investment Advisor magazine and The New York Times Money blog. In 2010 & 2011 Joshua was named a Five Star Wealth Manager for the second time in Connecticut Magazine by Crescendo Business Services1. In 2011, Josh was named as one of the Top 100 Independent Financial Advisors in America by Registered Rep Magazine2.
As an Investment Adviser Representative and Registered Representative of Commonwealth Financial Network, member FINRA/SIPC, a Registered Investment Advisor, Josh does not offer any proprietary products. Rather, his holistic approach to financial management allows him to choose the most appropriate recommendation for each of his clients.
Josh has done philanthropic work for The House of Bread, the American Cancer Society, and many others. Besides donations of money and time, Josh also manages two endowments, and sits on the Board at Beth El Temple in West Hartford.
Josh loves running, hiking and camping and is an avid reader of 19th and early 20th century American history. He lives in downtown Hartford.
...
Kim Skerry began working with Matt Somberg and Josh Gottfried in August 2009 as Director of Operations.
...
Lisa Cady has worked with Joshua Gottfried & Matthew Somberg since 2011.
...
Lisa is also Gottfried & Somberg Wealth Management's client event and workshop coordinator.


Gottfried & Somberg Wealth Management, LLC - Joshua Gottried

www.gottfriedsomberg.com [cached]

WHO WE ARE | Joshua Gottfried

...
Joshua Gottfried, CFP®, AIF® Founder and Principal jgottfried@gottfriedsomberg.com
Joshua Gottfried CFP®, AIF® is a founder and principal of Gottfried & Somberg Wealth Management, LLC, an independent investment and financial services firm. His 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. He specializes in creating individually tailored retirement income plans by analyzing investment allocations, maximizing pension and Social Security benefits, and mitigating overall risk throughout retirement.
Josh has written articles for, and been quoted in, many publications, including The New York Times, Morningstar, Financial Planning Magazine, Investment Advisor Magazine, and The New London Day.
Josh 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"[1]. In 2011, Josh was named as one of the Top 100 Independent Financial Advisors in America by Registered Rep Magazine[2]. He has been named a Five Star Wealth Manager for each of the past four years in Connecticut Magazine by Crescendo Business Services[3].
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.
Josh enjoys educating people about their retirement options. Using patience and insight, he breaks down complex financial decisions into easily understandable steps. Josh has presented to over 5,000 public school educators and state employees, explaining their pension, Social Security and health insurance benefits.
Josh 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. He lives with his family in downtown Hartford.


Gottfried & Somberg Wealth Management, LLC - Joshua Gottried

www.lgsfinancial.com [cached]

WHO WE ARE | Joshua Gottfried

...
Joshua Gottfried, CFP®, AIF® Founder and Principal jgottfried@gottfriedsomberg.com
Joshua Gottfried CFP®, AIF® is a founder and principal of Gottfried & Somberg Wealth Management, LLC, an independent investment and financial services firm. His 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. He specializes in creating individually tailored retirement income plans by analyzing investment allocations, maximizing pension and Social Security benefits, and mitigating overall risk throughout retirement.
Josh has written articles for, and been quoted in, many publications, including The New York Times, Morningstar, Financial Planning Magazine, Investment Advisor Magazine, and The New London Day.
Josh 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"[1]. In 2011, Josh was named as one of the Top 100 Independent Financial Advisors in America by Registered Rep Magazine[2]. He has been named a Five Star Wealth Manager for each of the past four years in Connecticut Magazine by Crescendo Business Services[3].
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.
Josh enjoys educating people about their retirement options. Using patience and insight, he breaks down complex financial decisions into easily understandable steps. Josh has presented to over 5,000 public school educators and state employees, explaining their pension, Social Security and health insurance benefits.
Josh 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. He lives with his family in downtown Hartford.

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