Josh Weiss ,CFP®

CERTIFIED FINANCIAL PLANNER™
email: josh@compassplanning.com


After graduating from the University of New Hampshire in 2018, Josh began his professional career in the financial services industry at Fidelity Investments where he worked with the 401k investment planning group. During his time there, he gained a solid understanding of investment strategies and core financial planning principles.

He soon realized his passion lay in building personal connections and providing tailored financial guidance to individuals and families. Seeking a more hands-on approach and a deeper level of client engagement, he joined the Compass Planning team in January of 2020.

Continuing his education in financial planning, he passed the Certified Financial Planner (CFP®) exam in 2023. This rigorous exam process sets a foundation to help financial planners understand a client's unique financial aspirations, concerns, and priorities, while crafting customized strategies to help each client successfully reach the goals that secure a financial future.

Josh believes in Compass Planning's mission to prioritize and develop relationships that focus on client needs and goals. "My approach to financial planning centers on cultivating long-term relationships built on trust, transparency, and mutual respect," Josh says. "I am focused on empowering individuals and families to make informed decisions, navigate life transitions, and plan effectively for retirement."

Outside of work, Josh is a passionate Yankees fan, enjoys snowboarding during the winter and fishing in the spring and summer.