About Josh St. Laurent, CFP®
Current Role
Founder and CEO, Wealth In Yourself
Expertise
Financial planning, sustainable investing, college planning, retirement planning
Education
Bachelor's degree in corporate finance from Southern New Hampshire University
Personal Finance Experience
Josh has been fascinated with investing from a young age, entering finance at 23. He earned a real estate license and insurance licenses before securing a position with a large international broker.
He next completed his certified financial planner (CFP®) designation and moved around the United States helping others with topics such as getting out of debt, saving for college, planning for retirement, working through the loss of a loved one, and the probate/inheritance process.
He is most passionate about life planning and helping clients better understand their relationship with money so they can use it as a tool to improve their lives.