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Joshua Paradis, CFP®, RICP®, AIF®

Joshua Paradis, CFP®, RICP®, AIF®

Managing Partner

Joshua is an independent Financial Professional and Certified Financial Planner™ Professional with Equitable Advisors, LLC. He started his career in the financial services industry with Fidelity Investments, after graduating from the University of Tampa in 2004. He quickly developed a passion for helping others achieve their financial goals. Knowing a rigorous training program would greatly benefit his clients, he approached an elite producer to be his mentor. Together they operated and managed a successful practice for nearly eight years, with assets under management exceeding $200MM.

Joshua earned his Certified Financial Planner™ Professional designation in 2008, and has been identified by the Certified Financial Planner Board of Standards as a Subject Matter Expert (SME). This select group consists of an elite panel of professionals and practitioners with expertise in financial planning subjects. The primary responsibilities include exam question-writing and content review for the comprehensive CFP® Certification Examination. He also earned the Retirement Income Certified Professional designation from The American College in 2018. Joshua has been accepted into the NFLPA Registered Player Financial Advisor Program, which is a group of approximately 150 financial advisors in the country. He also specializes in helping small business owners design, implement and enhance qualified retirement plans, including 401(k), Profit Sharing, and Defined Benefit Pension Plans. Business succession and key employee protection are also areas in which he has served as a valuable resource to his clients.

Joshua also enjoys working with individuals and families to provide comprehensive financial planning, retirement, education and estate planning, portfolio management, life, disability and long term care insurance.
Joshua and his wife Kristen live in North Attleboro, with their three children, Jordan, Brady and Kailey. He is an avid softball player, and devoted fan of the New England sports teams

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.