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This profile was last updated on 12/13/15  and contains information from public web pages and contributions from the ZoomInfo community.

Joshua B. Gottfried

Wrong Joshua B. Gottfried?

Founder and Principal

Phone: (860) ***-**** ext. ***  
Email: j***@***.com
Somberg Wealth Management LLC
340 Hebron Avenue
Glastonbury , Connecticut 06033
United States

Company Description: Gottfried & Somberg provides access to fee-based financial advice and planning for our clients throughout their retirement. ogether with our clients, we develop...   more

Employment History

Board Memberships and Affiliations

18 Total References
Web References
Gottfried & Somberg Wealth Management, LLC - Team Biographies, 30 Oct 2015 [cached]
Gottfried & Somberg Wealth Management, LLC, is Joshua B. Gottfried, and Matthew A. Somberg.
Joshua Gottfried
Joshua Gottfried, CFP®, AIF® Founder and Principal
Gottfried & Somberg Wealth Management, LLC - Joshua Gottried, 7 April 2014 [cached]
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. 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 - New Rules at School, 1 April 2008 [cached]
By Joshua B. Gottfried
Joshua B. Gottfried is a partner at Levine, Gottfried and Somberg in Glastonbury, Conn., and an investment advisor representative with Commonwealth Financial Network. He specializes in helping Connecticut educators plan for retirement. He can be reached at (860) 430-9104 or
On Monday, July 11th the team filmed Joshua Gottfried, a certified financial planner and founder of Levine Gottfried and Somberg, LLC located in Glastonbury, CT. This was the first of three informational videos Joshua will be doing that he plans to send out to clients. Joshua spoke right from his desk in his office. The team focused on a professional look for this video. It has been a pleasure working with Joshua, and we're looking forward to the next shoots with him.
Gottfried & Somberg Wealth Management, LLC - CONTACT US, 30 Oct 2015 [cached]
Joshua Gottfried
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