Joshua Sobitz, CFP®
Uniontown, Ohio, United States
893 followers
500+ connections
893 followers
500+ connections
About
My goal is to help you feel confident about your future. I’m passionate about coaching my…
Activity
-
Excited to share that I’m starting a new journey as PBM Pricing Strategies Manager at Carelon! I’m incredibly grateful for the experiences, mentors &…
Excited to share that I’m starting a new journey as PBM Pricing Strategies Manager at Carelon! I’m incredibly grateful for the experiences, mentors &…
Liked by Joshua Sobitz, CFP®
-
Grateful for an incredible 3 year journey leading OhioHealth Pharmacy Population Health and OhioHealthy Pharmacy Benefits. The organization and its…
Grateful for an incredible 3 year journey leading OhioHealth Pharmacy Population Health and OhioHealthy Pharmacy Benefits. The organization and its…
Liked by Joshua Sobitz, CFP®
-
There's about $700 billion in tax inefficient asset allocation mutual funds that charge > 0.5%. There's about $20 billion in asset allocation ETFs…
There's about $700 billion in tax inefficient asset allocation mutual funds that charge > 0.5%. There's about $20 billion in asset allocation ETFs…
Liked by Joshua Sobitz, CFP®
Experience
-
-
-
-
-
-
-
-
-
Education
-
-
-
-
Licenses & Certifications
More activity by Joshua
-
The IRS has added a distribution code for QCDs to the 1099-R AND They have issued guidance saying that custodians should issue a separate 1099-R if…
The IRS has added a distribution code for QCDs to the 1099-R AND They have issued guidance saying that custodians should issue a separate 1099-R if…
Liked by Joshua Sobitz, CFP®
-
Industry first for a wealth platform, a custodian, or an AI company. Well done Altruist team. 👏 https://lnkd.in/g9ZVFKgz
Industry first for a wealth platform, a custodian, or an AI company. Well done Altruist team. 👏 https://lnkd.in/g9ZVFKgz
Liked by Joshua Sobitz, CFP®
-
Rich Craig giving a local business owner some free advice.
Rich Craig giving a local business owner some free advice.
Liked by Joshua Sobitz, CFP®
-
“Wait…partners have to sell their equity by 65?” That’s the reaction I get almost every time I mention that we have a formal internal agreement that…
“Wait…partners have to sell their equity by 65?” That’s the reaction I get almost every time I mention that we have a formal internal agreement that…
Liked by Joshua Sobitz, CFP®
-
Big news: Bryn Mawr Trust Advisors, part of WSFS Financial Corporation, has selected Altruist as its new custodial partner. They join a growing list…
Big news: Bryn Mawr Trust Advisors, part of WSFS Financial Corporation, has selected Altruist as its new custodial partner. They join a growing list…
Liked by Joshua Sobitz, CFP®
-
With pride, we celebrate Susan Thomas. Our CCO has been awarded a Silver and a Bronze Stevie Award for Most Innovative Woman of the Year –…
With pride, we celebrate Susan Thomas. Our CCO has been awarded a Silver and a Bronze Stevie Award for Most Innovative Woman of the Year –…
Liked by Joshua Sobitz, CFP®
-
I enjoyed representing Steward Partners at the Atlanta RIA Summit to discuss our unique approach to growing our firm. Thanks to Portfolio Summits…
I enjoyed representing Steward Partners at the Atlanta RIA Summit to discuss our unique approach to growing our firm. Thanks to Portfolio Summits…
Liked by Joshua Sobitz, CFP®
-
Excited to share that Altruist has been named the 2025 Impact Award winner by Datos Insights for Best Innovation in Clearing & Custody. Our…
Excited to share that Altruist has been named the 2025 Impact Award winner by Datos Insights for Best Innovation in Clearing & Custody. Our…
Liked by Joshua Sobitz, CFP®
Other similar profiles
Explore top content on LinkedIn
Find curated posts and insights for relevant topics all in one place.
View top content