Josh Dorfman

Financial Advisor

FINRA BrokerCheck
1801 K St NW Ste 210,
Washington, DC 20006
202-403-2583 Visit my website Back to Advisors in District of Columbia

About my practice

Josh is pursuing the CFA designation, following his personal passion to assist clients with their planning and investment needs. Josh's clients cover a wide spectrum, but he most often works with engineers, computer scientists, military members, and young families. Josh is headquartered in the DC office, but frequently attends meetings throughout the DMV.

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