Financial Planner
Current
Jan 2020 - Present
AeroLeads people directory · profile
Josh Weiss, Cfp® Email & Phone Number
Financial Planner
at
Compass Planning Associates Inc
1 work email found
@compassplanning.com
3 phones found area 855, 800, and 212
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Planner
Location
Cambridge, Massachusetts, United States
Company size
Who is Josh Weiss, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Josh Weiss, Cfp® is listed as Financial Planner at Compass Planning Associates Inc, a with 6 employees, based in Cambridge, Massachusetts, United States. AeroLeads shows a work email signal at compassplanning.com, phone signal with area code 855, 800, 212, and a matched LinkedIn profile for Josh Weiss, Cfp®.
Josh Weiss, Cfp® previously worked as Workplace Planning Associate at Fidelity Investments and Medical Insurance Underwriter Intern at Liberty Mutual Insurance. Josh Weiss, Cfp® holds Certified Financial Planner, Financial Planning from Boston University.
Company email context
Email format at Compass Planning Associates Inc
This section adds company-level context without repeating Josh Weiss, Cfp®'s masked contact details.
{first}@compassplanning.com
89% confidence
AeroLeads found 1 current-domain work email signal for Josh Weiss, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Josh Weiss, Cfp®
Josh Weiss, Cfp® is a Financial Planner at Compass Planning Associates Inc. He possess expertise in leadership, customer service, microsoft office, microsoft excel, writing and 7 more skills. He is proficient in English.
Listed skills include Leadership, Customer Service, Microsoft Office, Microsoft Excel, and 8 others.
Current workplace
Josh Weiss, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Compass Planning Associates Inc
5 roles
Josh Weiss, Cfp® work experience
A career timeline built from the work history available for this profile.
Workplace Planning Associate
• Used consultative and profiling skills to optimize client interactions and identify client needs. • Built initial rapport with clients to strengthen and continue their relationship with Fidelity. • Connected 401(k) participants with consultants to review current and future financial opportunities.• Earned the Excellence in Action (EIA) Award for Q4 of 2018 – my first quarter in role.
Jun 2018 - Jan 2020
Medical Insurance Underwriter Intern
• Reviewed applications to determine insurability based on corporate guidelines and standards.• Prepared underwriting reports and updated insurance forms.• Analyzed and classified potential medical risks daily.
Oct 2017 - Apr 2018
Bank Teller
May 2016 - Aug 2016
Counselor
Enfield Village After School Program
Sep 2010 - Jul 2013
Team & coworkers
Colleagues at Compass Planning Associates Inc
Other employees you can reach at compassplanning.com. View company contacts for 6 employees →
4 education records
Josh Weiss, Cfp® education
Certified Financial Planner, Financial Planning
Bachelor Of Business Administration (B.B.A.), Finance, Junior
Bachelor Of Business Administration - Bba, Finance, Junior
High School Diploma
Kimball Union Academy
FAQ
Frequently asked questions about Josh Weiss, Cfp®
Quick answers generated from the profile data available on this page.
What company does Josh Weiss, Cfp® work for?
Josh Weiss, Cfp® works for Compass Planning Associates Inc.
What is Josh Weiss, Cfp®'s role at Compass Planning Associates Inc?
Josh Weiss, Cfp® is listed as Financial Planner at Compass Planning Associates Inc.
What is Josh Weiss, Cfp®'s email address?
AeroLeads has found 1 work email signal at @compassplanning.com for Josh Weiss, Cfp® at Compass Planning Associates Inc.
What is Josh Weiss, Cfp®'s phone number?
AeroLeads has found 3 phone signal(s) with area code 855, 800, 212 for Josh Weiss, Cfp® at Compass Planning Associates Inc.
Where is Josh Weiss, Cfp® based?
Josh Weiss, Cfp® is based in Cambridge, Massachusetts, United States while working with Compass Planning Associates Inc.
What companies has Josh Weiss, Cfp® worked for?
Josh Weiss, Cfp® has worked for Compass Planning Associates Inc, Fidelity Investments, Liberty Mutual Insurance, Mascoma Savings Bank, and Enfield Village After School Program.
Who are Josh Weiss, Cfp®'s colleagues at Compass Planning Associates Inc?
Josh Weiss, Cfp®'s colleagues at Compass Planning Associates Inc include Sarah Stamp, Randie Mayer, and Jennifer Lane, Cfp®.
How can I contact Josh Weiss, Cfp®?
You can use AeroLeads to view verified contact signals for Josh Weiss, Cfp® at Compass Planning Associates Inc, including work email, phone, and LinkedIn data when available.
What schools did Josh Weiss, Cfp® attend?
Josh Weiss, Cfp® holds Certified Financial Planner, Financial Planning from Boston University.
What skills is Josh Weiss, Cfp® known for?
Josh Weiss, Cfp® is listed with skills including Leadership, Customer Service, Microsoft Office, Microsoft Excel, Writing, Social Media Outreach, Document Management, and Restaurants.
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