Josh Dorfman, Cfa, Cfp®

Josh Dorfman, Cfa, Cfp® Email and Phone Number

Co-Founder @ The Great American Flag Preservation Group
Washington, DC, US
Josh Dorfman, Cfa, Cfp®'s Location
Washington, District of Columbia, United States, United States
Josh Dorfman, Cfa, Cfp®'s Contact Details

Josh Dorfman, Cfa, Cfp® personal email

Josh Dorfman, Cfa, Cfp® phone numbers

About Josh Dorfman, Cfa, Cfp®

As a wealth management advisor, Josh runs a comprehensive financial planning practice through Northwestern Mutual.Josh’s mission is to educate, empower, and challenge individuals, families, and business owners to make informed decisions that create lasting financial security. Josh aspires to give his clients the freedom to spend less time and energy around a financial outline so they can instead spend more time focused on their dreams and aspirations. Josh and his team tailor a unique plan for each client to mitigate risk, accumulate and preserve wealth, and plan for the future…all while still enjoying the present. Josh and his team aim to ensure the plans they create put clients’ best interests first. Josh has distinguished his practice by his emphasis on teaching his clients so they may feel confident in the decisions they choose.For additional information or to schedule an initial, complimentary conversation, please contact Josh at (202) 403-2583 or email Josh.Dorfman@nm.com.To learn more about Josh’s specialties, please visit: joshdorfman.nm.com.http://joshdorfman.nm.com/disclosure

Josh Dorfman, Cfa, Cfp®'s Current Company Details
The Great American Flag Preservation Group

The Great American Flag Preservation Group

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Co-Founder
Washington, DC, US
Josh Dorfman, Cfa, Cfp® Work Experience Details
  • The Great American Flag Preservation Group
    Co-Founder
    The Great American Flag Preservation Group
    Washington, Dc, Us
  • Northwestern Mutual
    Wealth Management Advisor
    Northwestern Mutual Apr 2014 - Present
    Milwaukee, Wi, Us
    • Develops enduring relationships with his clients by providing expert guidance to create a lifetime of financial security• Alongside his team, tailors a comprehensive financial plan to each client by providing innovative solutions and professional direction to serve individuals, families, and businesses• Collaborates with an array of financial specialists through Northwestern Mutual• Ensures the recommendations put the clients’ best interests first• Maintains investment registrations and insurance licenses in 37 states, serving clients across the country
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  • The Great American Flag Preservation Group
    Co-Founder
    The Great American Flag Preservation Group Apr 2019 - Present
    • Co-founder of the Great American Flag Preservation Group, a registered non-profit organization• Preserves the Great American Flag, a 2 acre, 7.5 ton icon of patriotism and American strength • Continues the Great American Flag’s influence at the center of historical turning points in America’s recent history
  • American University Student Managed Investment Fund
    Analyst And Operations Manager
    American University Student Managed Investment Fund Jan 2014 - May 2015
    Washington, Dc, Us
    • Actively managed a portion of AU’s endowment through a $500,000 portfolio• Researched, valued, and successfully pitched securities to fellow analysts, considering macroeconomic, industry, and firm-specific factors to forecast future cash flows and determine firm valuation through DDM and FCFE methods• Analyzed fellow analysts’ pitches and debated securities’ inclusion in the portfolio in accordance with the fund’s IPS• Researched and provided weekly coverage reports of the telecommunications and utilities sectors
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  • Campus Special
    Account Executive
    Campus Special Apr 2013 - Aug 2013
    Atlanta, Ga, Us
    View

Josh Dorfman, Cfa, Cfp® Skills

Leadership Team Leadership Public Speaking Customer Service Social Media Social Networking Research Financial Planning Blogging Budgets Account Management Event Planning Life Insurance Bloomberg Terminal Disability Insurance Fundraising Securities R Statistical Software Spss Statistical Software Thomson One Banker Advertising Sales Microsoft Office Powerpoint Social Media Marketing Facebook Seo Public Relations

Josh Dorfman, Cfa, Cfp® Education Details

  • Boston University
    Boston University
    Financial Planning And Services
  • American University
    American University
    Finance
  • Greater Latrobe Senior High School
    Greater Latrobe Senior High School

Frequently Asked Questions about Josh Dorfman, Cfa, Cfp®

What company does Josh Dorfman, Cfa, Cfp® work for?

Josh Dorfman, Cfa, Cfp® works for The Great American Flag Preservation Group

What is Josh Dorfman, Cfa, Cfp®'s role at the current company?

Josh Dorfman, Cfa, Cfp®'s current role is Co-Founder.

What is Josh Dorfman, Cfa, Cfp®'s email address?

Josh Dorfman, Cfa, Cfp®'s email address is jo****@****ual.com

What is Josh Dorfman, Cfa, Cfp®'s direct phone number?

Josh Dorfman, Cfa, Cfp®'s direct phone number is +172495*****

What schools did Josh Dorfman, Cfa, Cfp® attend?

Josh Dorfman, Cfa, Cfp® attended Boston University, American University, Greater Latrobe Senior High School.

What skills is Josh Dorfman, Cfa, Cfp® known for?

Josh Dorfman, Cfa, Cfp® has skills like Leadership, Team Leadership, Public Speaking, Customer Service, Social Media, Social Networking, Research, Financial Planning, Blogging, Budgets, Account Management, Event Planning.

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