Joshua Gottfried, CFP®, AIF®

Joshua Gottfried, CFP®, AIF®

Co-Founder and Principal

 

Joshua Gottfried, CFP®, AIF®, is a founder and principal of Gottfried & Somberg Wealth Management, an independent investment and financial services firm.


Josh helps affluent clients transition into retirement. While helping clients over the past 20 years, he has earned advanced credentials to further his expertise and holds the CERTIFIED FINANCIAL PLANNER™ certification and Accredited Investment Fiduciary designation.


Throughout his career, his insights about investing and retirement planning have been published and quoted in The New York Times, Morningstar, Financial Planning Magazine, Investment Advisor Magazine, and other industry publications. He is currently pursuing an MBA in Asset Management at Yale.


Josh lives in the west end of Hartford with his wife and three children. He is an avid outdoorsman and reader of 19th- and 20th-century history.


Before co-founding GSWM, Josh graduated from Muhlenberg College and The Loomis Chaffee School.


Josh has been recognized by a number of organizations over the past 20 years, most recently:


Honored by Forbes as an advisor for the fifth year in a row on the 2023 Forbes’ Best-in-State Wealth Advisors List. This award created by SHOOK Research and presented in April 2023 is based on data gathered from June 2021 to June 2022. 22,243 were considered, 7,321 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.



2012-2023 Five Star Professional Wealth Manager Award, created by Five Star Professional. The 2023 award was presented in on November 2023 based on data gathered within 12 preceding the issue date. 3,564 Connecticut -area advisors were considered, 313 were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor's future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.



Josh is proud to have been recognized as a Commonwealth Chairman's Level advisor for 2021—a distinction based on annual production attained by just 4 percent of advisors affiliated with Commonwealth Financial Network.



Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.