Joshua P. Itzoe, CFP®, AIF®
Partner & Chief Strategy Officer
Calvert Hall College and Wake Forest University
- Time with family
- 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.”