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Joshua Bublitz, CFP® CDFA®

Joshua Bublitz, CFP® CDFA®

Financial Advisor

A financial advisor since 2013, Joshua Bublitz (Josh) aims to empower his clients to make informed
decisions and take effective action toward meeting their specific financial goals. His approach is
distinguished by a focus on objective guidance, a holistic approach and education.

As a practicing CERTIFIED FINANCIAL PLANNER™ professional, Josh works with clients to develop
individualized and comprehensive solutions in all aspects of financial planning. This includes
retirement planning, risk management, college, tax and estate planning strategies, investment and
portfolio construction, and wealth management as well as providing guidance on employersponsored
plans and company benefits. As a practicing CERTIFIED DIVORCE FINANCIAL ANALYST™
professional, Josh works with divorcing couples, and their respective attorneys, to objectively
analyze a household financial situation to develop financial strategies that are equitable and do not
negatively disadvantage one party over the other.

Josh works with a team of financial advisors with over 150 years of combined experience in East
Greenwich, RI. Together they form Wealthbridge Legacy Partners, a boutique financial firm that
works in alliance with Equitable Advisors.


EDUCATION AND PROFESSIONAL DESIGNATIONS:
✓ FINRA Series 7 and 66 securities registrations
✓ Life, Health and Annuity Insurance Producer licenses
✓ Bachelor’s degree in Business (Finance) – Massey University, New Zealand
✓ Certificate in Financial Planning – Bryant University, Rhode Island
✓ CERTIFIED FINANCIAL PLANNER™ professional – CFP® Board
✓ CERTIFIED DIVORCE FINANCIAL ANALYST™ professional – Institute for Divorce Financial Analysts
✓ Credentialed Holistic Financial Coach – Columbia University Business School, New York
✓ Certified Retirement Education Specialist – National Tax-Deferred Savings Association

Josh, originally from New Zealand and a former SCUBA instructor, loves a
good adventure. He enjoys gravel and mountain biking on New England trails,
post-ride burritos, exploring the outdoors, travelling to new places, and
relaxing with his family at the lake in Maine. Josh resides in Barrington, RI with
his wife, Maggie and their two children, Vera, and Oscar.

Book a meeting with Josh here: https://calendar.cirrusinsight.com//schedule/joshua-bublitz

Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Wealthbridge Legacy Partners is not owned or operated by Equitable Advisors, LLC or its affiliates.