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Josh Levitus Email & Phone Number
Financial Planning Sponsor
at
Cornerstone Capital Planning Group
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Planning Sponsor
Location
Philadelphia, Pennsylvania, United States
Company size
Who is Josh Levitus? Overview
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Quick answer
Josh Levitus is listed as Financial Planning Sponsor at Cornerstone Capital Planning Group, a company with 4 employees, based in Philadelphia, Pennsylvania, United States. AeroLeads shows a matched LinkedIn profile for Josh Levitus.
Josh Levitus previously worked as Investment Advisor at New Century Financial Group, Llc and Financial Planning Associate at Cornerstone Capital Planning Group. Josh Levitus holds Bachelor'S Degree, Finance, General from Lehigh University.
Company email context
Email format at Cornerstone Capital Planning Group
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Cornerstone Capital Planning Group
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Profile bio
About Josh Levitus
As an Investment Advisor Representative at New Century Financial Group, LLC, I provide customized financial advice and solutions to clients with diverse needs and goals. I have been working in this role for eight months, after completing a year and a half as a Financial Planning Sponsor and Associate at Cornerstone Capital Planning Group, where I supported the development and implementation of comprehensive financial plans for individuals and businesses. I graduated from Lehigh University in 2023 with a Bachelor's degree in Finance, and I have acquired multiple skills in financial planning, investment analysis, portfolio management, risk management, and client relations. My core competencies include analytical thinking, problem-solving, communication, and teamwork. I am passionate about helping clients achieve their financial objectives and dreams, and I constantly seek to learn and grow in the field of finance.For Disclosures, please visit www.ncfg.com
Current workplace
Josh Levitus's current company
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Cornerstone Capital Planning Group
5 roles
Josh Levitus work experience
A career timeline built from the work history available for this profile.
Investment Advisor
Current
New Century Financial Group, Llc
Jun 2023 - Present
Financial Planning Sponsor
Current
Mar 2022 - Present
Financial Planning Associate
Mar 2022 - Jun 2023
Financial Advisor'S Intern
New Century Financial Group, Llc
Built new financial portfolios based on different client’s needs and guided clients ontothese new platforms. Optimized over one hundred portfolios of client’s investments while simultaneouslymaking more money for the firm.
Jun 2018 - Aug 2021
1 education record
Josh Levitus education
FAQ
Frequently asked questions about Josh Levitus
Quick answers generated from the profile data available on this page.
What company does Josh Levitus work for?
Josh Levitus works for Cornerstone Capital Planning Group.
What is Josh Levitus's role at Cornerstone Capital Planning Group?
Josh Levitus is listed as Financial Planning Sponsor at Cornerstone Capital Planning Group.
Where is Josh Levitus based?
Josh Levitus is based in Philadelphia, Pennsylvania, United States while working with Cornerstone Capital Planning Group.
What companies has Josh Levitus worked for?
Josh Levitus has worked for Cornerstone Capital Planning Group and New Century Financial Group, Llc.
Who are Josh Levitus's colleagues at Cornerstone Capital Planning Group?
Josh Levitus's colleagues at Cornerstone Capital Planning Group include Kelly Slattery and Christopher Seger.
How can I contact Josh Levitus?
You can use AeroLeads to view verified contact signals for Josh Levitus at Cornerstone Capital Planning Group, including work email, phone, and LinkedIn data when available.
What schools did Josh Levitus attend?
Josh Levitus holds Bachelor'S Degree, Finance, General from Lehigh University.
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