Director, Product Management, Advisor Experience
Newport, RI
Behind every new product experience are people bringing together ideas, expertise, and perspectives to solve real challenges. For Josh, that means helping turn ambitious ideas into solutions that make financial planning more intelligent, personalized, and scalable.
One initiative he’s especially proud of is CoPlanner.
“Seeing an idea evolve from a vision into a solution that can meaningfully improve the planning experience has been incredibly rewarding.”
Financial planning is powerful, but it can also be complex and time-intensive. Advisors spend significant time analyzing scenarios, evaluating tradeoffs, and identifying opportunities to help clients reach their goals.
CoPlanner helps reduce that complexity by using advanced technologies to identify planning opportunities, surface actionable insights, and accelerate the path to meaningful recommendations.
Bringing that vision to life has been a highly collaborative effort.
“My team and I defined the vision, shaped the strategy, and led the product direction for CoPlanner. My role was bringing together advisors, eMoney subject matter experts, technology teams, and business partners to create a solution that solves real-world planning challenges.”
By reducing some of the time and expertise barriers to comprehensive planning, CoPlanner can help advisors bring sophisticated planning insights to more client relationships.
That means less time on manual analysis and more time building meaningful relationships with clients. It can also help more people benefit from personalized advice and make more informed financial decisions.
CoPlanner’s impact extends to our employees and partners, too, who have the opportunity to help build experiences that push the financial planning industry forward.
According to Josh, the ability to expand the reach of comprehensive planning is one of the most exciting possibilities of his work. And it’s a reflection of what powering what’s possible means to him:
“I help power what’s possible by turning ambitious ideas into products that make a real difference in people’s lives.”
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