Josh Hollander
Biographical Info
Josh began his financial services career at UBS in 2003. Working primarily with professionals, retirees, and small businesses, he believes that taking a financial planning approach – looking at all areas of a client’s financial life – helps him provide the best solutions. Josh also has expertise working with individuals going through life transitions. He received a B.S. in mechanical engineering from Tufts University. He currently holds Series 7 and 66 securities licenses as well as life, health and annuity licenses, he holds a Certified Financial Planner™ (CFP®) designation, as well as a Certified Divorce Financial Analyst (CDFA®) designation.
Profession Financial Specialist
Phone 503-225-9241
Company UBS Vista Group
Business Address 805 SW Broadway Suite 2600, Portland, OR 97205