Josh St. Laurent, CFP®

Josh St. Laurent, CFP®, entered finance with a passion for helping others better understand their relationship with money. He earned a real estate license and insurance licenses before securing a position with a large international broker. He has moved around the United States helping others manage their money.

Linkedin

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.


Latest from Josh St. Laurent, CFP®