AeroLeads people directory · profile
Josh Procaccini, Cfp® Email & Phone Number
Wealth Manager, Principal, and COO
at
Trove Private Wealth
1 work email found
@wealthimpactpartners.com
6 phones found area 774, 781, and 508
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Wealth Manager, Principal, and COO
Location
Greater Boston, United States, United States
Who is Josh Procaccini, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Josh Procaccini, Cfp® is listed as Wealth Manager, Principal, and COO at Trove Private Wealth, based in Greater Boston, United States, United States. AeroLeads shows a work email signal at wealthimpactpartners.com, phone signal with area code 774, 781, 508, and a matched LinkedIn profile for Josh Procaccini, Cfp®.
Josh Procaccini, Cfp® previously worked as Wealth Manager, Principal, & COO at Trove Private Wealth and Registered Representative, Investment Advisor Representative at Valmark Financial Group. Josh Procaccini, Cfp® holds Ba, Economics from Hamilton College.
Company email context
Email format at Trove Private Wealth
This section adds company-level context without repeating Josh Procaccini, Cfp®'s masked contact details.
{first}@wealthimpactpartners.com
86% confidence
AeroLeads found 1 current-domain work email signal for Josh Procaccini, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Josh Procaccini, Cfp®
Josh Procaccini, Cfp® is a Wealth Manager, Principal, and COO at Trove Private Wealth. He possess expertise in strategic financial planning, retirement planning, estate planning, investments, wealth management and 11 more skills. He is proficient in Spanish.
Listed skills include Strategic Financial Planning, Retirement Planning, Estate Planning, Investments, and 12 others.
Current workplace
Josh Procaccini, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
4 roles · 24 years
Josh Procaccini, Cfp® work experience
A career timeline built from the work history available for this profile.
Wealth Manager, Principal, & Coo
Current
Nov 2022 - Present
Registered Representative, Investment Advisor Representative
Current
2002 - Present
~24 yrs 5 mos
Assistant Football Coach
Current
Feb 2020 - Present
3 education records
Josh Procaccini, Cfp® education
Ba, Economics
Certified Financial Planner
High School Diploma
FAQ
Frequently asked questions about Josh Procaccini, Cfp®
Quick answers generated from the profile data available on this page.
What company does Josh Procaccini, Cfp® work for?
Josh Procaccini, Cfp® works for Trove Private Wealth.
What is Josh Procaccini, Cfp®'s role at Trove Private Wealth?
Josh Procaccini, Cfp® is listed as Wealth Manager, Principal, and COO at Trove Private Wealth.
What is Josh Procaccini, Cfp®'s email address?
AeroLeads has found 1 work email signal at @wealthimpactpartners.com for Josh Procaccini, Cfp® at Trove Private Wealth.
What is Josh Procaccini, Cfp®'s phone number?
AeroLeads has found 6 phone signal(s) with area code 774, 781, 508 for Josh Procaccini, Cfp® at Trove Private Wealth.
Where is Josh Procaccini, Cfp® based?
Josh Procaccini, Cfp® is based in Greater Boston, United States, United States while working with Trove Private Wealth.
What companies has Josh Procaccini, Cfp® worked for?
Josh Procaccini, Cfp® has worked for Trove Private Wealth, Valmark Financial Group, and Apponequet Regional High School.
How can I contact Josh Procaccini, Cfp®?
You can use AeroLeads to view verified contact signals for Josh Procaccini, Cfp® at Trove Private Wealth, including work email, phone, and LinkedIn data when available.
What schools did Josh Procaccini, Cfp® attend?
Josh Procaccini, Cfp® holds Ba, Economics from Hamilton College.
What skills is Josh Procaccini, Cfp® known for?
Josh Procaccini, Cfp® is listed with skills including Strategic Financial Planning, Retirement Planning, Estate Planning, Investments, Wealth Management, Mutual Funds, Series 7, and Retirement.
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