Greenspring Wealth Management Our Team

Joshua P. Itzoe, CFP®, AIF®

Partner & Managing Director, Institutional Client Group


CONTACT INFOPhone: 443-564-4600EmailLinkedIn Profile


Joshua P. Itzoe, CFP®, AIF® is a Partner and Managing Director of Greenspring Wealth Management’s Institutional Client Group.  An SEC-registered investment adviser, Greenspring provides independent retirement plan consulting services to publicly-traded, privately-held, and non-profit organizations throughout the country.  Itzoe is respected as an industry expert, commentator and thought leader on matters pertaining to retirement security, fiduciary responsibility and defined contribution plans.

In 2012, Itzoe was named one of three finalists in the United States for the prestigious 401(k) Advisor Leadership Award sponsored by Morningstar and The American Society of Pension Professionals & Actuaries (ASPPA). The award recognizes significant accomplishments by a leading financial advisor in the 401(k) marketplace.  He was also recently nominated for the third time for the “Top 100 Most Influential People in Defined Contribution” survey by 401kWire.

Fixing the 401(k): What Fiduciaries Must Know (And Do) To Help Employees Retire Successfully by Joshua P. Itzoe, CFP®, AIF® Buy Now

A frequent industry speaker, Itzoe has spoken at conferences for the American Society of Pension Professionals & Actuaries (ASPPA), Fiduciary360, the Society for Human Resource Management (SHRM) and Employee Benefit News’ Benefits Forum and Expo.

He has authored numerous whitepapers and written about fiduciary responsibility for Benefits & Compensation Digest.  He is also the author of one of the retirement industry’s most well-known books on fiduciary responsibility for defined contribution plans, Fixing the 401(k): What Fiduciaries Must Know (And Do) To Help Employees Retire Successfully.

Itzoe has been quoted extensively in publications such as The Wall Street Journal, SmartMoney Magazine, Kiplinger’s Retirement Report, Wealth Manager Magazine, The Baltimore Examiner, Journal of Financial Planning, Investment Advisor, Registered Rep, PLANADVISER Magazine, Financial Advisor and National Underwriter Life and Health.

A native of Baltimore, Josh attended high school at Calvert Hall College and graduated with honors from Wake Forest University with a Bachelor of Arts degree.  He is a CERTIFIED FINANCIAL PLANNER™ and also earned the Accredited Investment Fiduciary® (AIF®) designation from Fiduciary360 (fi360) which signifies knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. While at Wake Forest, Josh was a four-year starter for the baseball team and spent several years playing professionally after graduation.

Contact Josh

Your Name (required)

Subject

Your Message

Your Email (required)

Maryland Office
501 Fairmount Avenue
Suite 102
Towson, MD 21286
Tel: 443-564-4600
Fax: 866-591-9306
+ Map/Directions


captcha
Please enter the code above

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Recent Posts:

Greenspring Adds Experienced 401k Advisor Team

by

Greenspring, one of the nation’s leading independent wealth management and retirement plan advisory firms, announced today that Greg Hobson, CFP®, AIF® and Reiley Crosby have joined the firm as members of the Institutional Client Group. They will both be focused …

03/21/2017


An Ironic Twist to 401k Fee Lawsuit Settlements

by

For those of you keeping score at home, the pace of 401k fee lawsuits is increasing. More and more large companies are being sued and even institutions of higher education and learning are in the crosshairs. I did a recent Google

02/22/2017


Jeff Bernfeld Earns CFP® Designation

by

January 4, 2017 – Greenspring is proud to announce that Jeff Bernfeld, CFP®, MBA, has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with …

01/04/2017


Greenspring’s Perspectives on the 2016 Election

by

Please find Greenspring's perspectives on the 2016 Presidential Election by clicking here.

11/09/2016


Contact Us

Thanks for getting in touch. How can we help you?

Your Name (required)

Subject

Your Message

Your Email (required)

Maryland Office
501 Fairmount Avenue
Suite 102
Towson, MD 21286
Tel: 443-564-4600
Fax: 866-591-9306
+ Map/Directions


captcha
Please enter the code above

Email Registration

Greenspring is constantly exploring and generating new ideas, thoughts and perspectives. Register your email so we can keep you up to date on helpful webinars, articles and informative workshops.

Your Name (required)

Your Email (required)

captcha
Please enter the code above