Joshua Kadish (AIF®, BFA, RFC®)


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Why I Do What I Do...

Hands down, I love seeing the positive impact that I make in people’s lives. That goes for both our internal Team members and their families as well as our clients and their families.

I am very blessed because I actually get to live my ONE BEST LIFE each and every day here at Second Opinion Partners!

Life Moments I Cherish the Most

  • bullet Birth of my two sons
  • bullet Countless memories spending time with my Bubby (Grandmother) & Poppy (Grandfather)
  • bullet Visiting NYC to pay respects at the 9/11 Memorial and Ground Zero
  • bullet Taking my sons, father & father-in-law to a 2016 Cubs World Series game
  • bullet Experiencing Senior Spring Break trips with each of my boys
  • bullet Spending relaxing time with my buddies in the most peaceful place on earth - Abacos, Bahamas

Second Opinion Partners Role

Josh is a Founding Partner at Second Opinion Partners. He focuses on providing mentorship to new members who join the Team and is in charge of the direction and vision of the firm.

Josh is driven to continually find ways to improve the firm's process while actively working with clients to help them define and live their ONE BEST LIFE!

Educational Background

Josh attended The University of Wisconsin - Madison where he graduated in 1992 with a double major in International Relations & Political Science with an emphasis in Economics.

Josh holds the following professional designations; Accredited Investment Fiduciary (AIF), Behavioral Financial Advisor (BFA), Registered Financial Consultant (RFC), NFLPA Registered Player Financial Advisor, FINRA Series 7, 63, 65.

Check the background of this investment professional on FINRA's BrokerCheck »

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