Along with his partners at RPG, Josh Kadish has developed The LifePrint Advantage™, a proprietary, fee for service, educational approach to wealth management and financial life mapping that bridges the gap between education and planning, giving clients a newfound confidence in both their life and financial decisions.
Josh began his financial services career in 1994 with a boutique investment firm. It wasn’t long until Josh realized that the financial services industry was using what he believed to be a broken model in attempting to deliver a one size fits all solution to people with vastly different circumstances. He soon began to specialize and tailor solutions for individuals going through or planning for a life transition (between jobs, retirement, sale of a business, divorce, loss of a loved one, caring for aging relatives, professional athlete careers). Josh’s current focus is working with highly successful individuals and executives who are at a turning point in their life and are eager to become educated as to what they need to do to successfully navigate through their immediate transitional event and beyond.
Josh is a graduate of the University of Wisconsin – Madison with a double major in International Relations and Political Science with an emphasis on economics. He is an Accredited Investment Fiduciary (AIF®), Registered Financial Consultant (RFC) and is a member of the Financial Planning Association (FPA). He has been nationally recognized for both his knowledge and his commitment to his own professional development by the media, and he has been featured as a financial expert in The Wall Street Journal, Money Magazine, Consumer Reports, Kiplinger’s Personal Finance, Crain’s Chicago Business, NBC 5 News, Pioneer Press newspapers, Talent Management and more.