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.
Cambridge and Retirement Plan Advisors, LLC, are not affiliated.