Joshua Bordis, CRPC®
Responsibilities
Joshua oversees the development and implementation of comprehensive financial plans for individuals, businesses and organizations. As a Chartered Retirement Planning Counselor® (CRPC®), he has specialized expertise working with individuals and couples, creating a path to the retirement that they envision.
Experience
Joshua joined NHTrust in 2024 after working as a financial advisor at Citizens Bank and Rise Private Wealth Management, an advisory practice of Ameriprise Financial Services, LLC.
Education
- Boston University, BA in Philosophy and Political Science
Credentials
- Chartered Retirement Planning Counselor® (CRPC®)
- FINRA Series 7 General Securities Representative Registration
- FINRA Series 63 Uniform Securities Agent State Law Registration
- FINRA Series 65 Uniform Investment Adviser Law Registration
- New Hampshire Life, Accident and Health License
community involvement
- Volunteer, Special Olympics New Hampshire
- Previous long-term volunteer and supporter, NH Down Syndrome Association
Philosophy
“Effective financial advising is all about building relationships. I need to know and understand my clients to truly understand their goals and help them make the best financial choices for their future.”
Personal
“I enjoy spending time with my wife and three kids. I am an avid chess player, self-taught amateur juggler, and love playing golf and tennis.”
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