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JI
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🏆 Bestseller in Financial Services
About Josh
Josh Itzoe is the founder and CEO of FiduciaryWor(k)s. He was previously a co-founder, partner, and chief strategy officer at Greenspring Advisors, where he built and led the corporate retirement practice, growing it to nearly $4.5 billion in assets representing close to 50,000 participants. A Certified Financial Planner and Accredited Investment Fiduciary, he was named a Financial Times Top 401 Retirement Advisor three times and hosts the Fiduciary U podcast. Itzoe is the author of two books, Fixing the 401(k) and The Fiduciary Formula: 6 Essential Elements to Create the Perfect Corporate Retirement Plan.
Published Books
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Financial Planning
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