Josh St. Laurent, CFP® Profile Photo

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.

About Josh St. Laurent, CFP®

Current Role

Founder and CEO, Wealth In Yourself

Expertise

  • Financial Planning
  • Sustainable Investing
  • College Planning
  • Retirement Planning

Certifications & Degrees

  • Certified Financial Planner™
  • 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®

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