Josh Rivers joined Pinnacle in February 2017 as a Wealth Manager. He has over 16 years of experience in counseling and serving clients with regard to financial planning, portfolio management, and insurance. He is both a Certified Financial Planner (CFP®) and an Investment Adviser Representative of Pinnacle Advisory Group.
Prior to joining Pinnacle, Josh served as the Head of Investments with an investment firm and as a Relationship Manager with a family office group. He earned a Bachelor of Arts degree from the University of Maryland in 1997 and a CFP® designation in 2011. In his free time, he serves on two non-profit boards and is an active volunteer in youth sports.
How did you get into financial services?
I had two good friends who were in the financial service industry and thought I would be a good fit at their company. They both knew that I was interested in investments and that I had many of the relationship skills that were necessary to work in financial services. After their encouragement, I pursued a position with their firm and worked as an Advisor to the employees of one of our local healthcare systems.
What makes a good financial planner?
I think first and foremost is the ability to listen. Being able to truly listen and understand what your clients are trying to achieve is the key in making those things become a reality.
What do you do for fun?
When I am not working, I most enjoy spending time with my wife Jennifer and our four children. My time with my family brings me more fun and joy than anything else. I especially enjoy our family trips that we take several times a year. Outside of my family time, I enjoy golf and following my favorite sports teams – the Terps and the Redskins.
