Get to Know Josh

Joshua P. Itzoe, CFP®, AIF®

Partner & Chief Strategy Officer

Hometown

Baltimore, MD

Alma Mater

Calvert Hall College and Wake Forest University

Interests
  • Time with family
  • History
  • Reading
  • Golf
  • Trail Running
Favorite Greenspring Core Value

Love Your Neighbor

Experience & Expertise

Josh is a founder of Greenspring and leads the firm’s strategic direction. His specialty lies in developing and managing corporate retirement plans by providing independent advice on fiduciary oversight, investment due diligence, fee-benchmarking, plan design and vendor management.

He is the host of the Fiduciary U™ Podcast and an Amazon Best Selling author of two books – The Fiduciary Formula: 6 Essential Elements to Create the Perfect Corporate Retirement Plan and Fixing the 401(k): What Fiduciaries Must Know (And Do) To Help Employees Retire Successfully.

He is also a frequent industry speaker and has been quoted extensively in publications such as The Wall Street Journal, SmartMoney Magazine, Kiplinger’s Retirement Report, InvestmentNews, PLANADVISER, and PLANSPONSOR. He also serves as a board member of Peter & John Ministries and Search Baltimore.

Education, Awards and Recognition

  • B.A. from Wake Forest University
  • CERTIFIED FINANCIAL PLANNER™
  • Accredited Investment Fiduciary®
  • Financial Times Top 401 Retirement Advisor (2016, 2017, 2018)
  • Finalist for 2012 401(k) Advisor Leadership Award sponsored by Morningstar and ASPPA
  • Nominee for Top 100 Most Influential People in Defined Contribution survey by 401kWire

Favorite Thing About Working With Clients

“I like earning a position of influence with my clients over time so that they see enough value in the advice I give to them to take action.”

My Philosophy on Client Service

“Do what you say you are going to do and keep your promises.”

What I love About Greenspring

“The people. I have never worked with a group of people that are more committed to doing what’s best for clients and each other. I feel like we are a family at Greenspring where people connect with one another rather than compete against each other.”

Josh's Recent Posts

October 9th 2020


Joshua P. Itzoe, CFP®, AIF®, Partner & Chief Strategy Officer
September 1st 2020


Joshua P. Itzoe, CFP®, AIF®, Partner & Chief Strategy Officer
June 25th 2020


Joshua P. Itzoe, CFP®, AIF®, Partner & Chief Strategy Officer