Joshua F. Schwartz, President, is a founding principal of Retirement Plan Advisors. He leads the firm’s dynamic approach to plan design, investment advisory, and participant services for 457(b), 401(a), 403(b), and retirement health care funding offerings, with an emphasis on driving positive, measurable impacts on participant retirement outcomes. He serves on RPA’s Investment Committee, and is actively engaged in growing the business. Josh is a graduate of the University of Chicago, a licensed registered representative with FINRA since 1987, and a registered principal since 1998. He holds FINRA Series 6, 26, 63, and 65 registrations and is an Accredited Investment Fiduciary (AIF®).
Integrity, commitment, flexibility, and kindness are at the core of Cambridge’s values and drive the Spirit of Cambridge. Join our host, Cambridge CEO Amy Webber, for each Cambridge Stronger episode as she invites independent financial professionals to offer insight on how they integrate values and purpose in their care for their investing clients; and hear their stories on how they got their start as well as why they are in the advice profession.
The opinions expressed are those of the interviewees and do not represent the opinions or views of the interviewer and/or Cambridge.
Get our succession strategy outlining Cambridge’s commitment to internal control and preserving the independence of the financial advisors we serve.
Celebrating our 40th anniversary, we recognize it has always been about the people. Watch how Eric Schwartz, Founder and Co-Chairman of the Board, just wanted to build something wonderful.
Cambridge Stronger is a podcast series hosted by Cambridge CEO and Co-Chairman of the Board, Amy Webber. It is produced by Cambridge – a financial solutions firm where culture counts and values matter most.