Principal, Greenspring Wealth Management
Washington D.C. Metro Area
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Joshua Itzoe, CFP®, AIF®’s Summary
Joshua P. Itzoe, CFP®, AIF® leads Greenspring Wealth Management's institutional advisory practice and is the author of the book, "Fixing the 401(k):What Every Plan Fiduciary Must Know (And Do) To Help Employees Retire Successfully".
Written for plan fiduciaries, "Fixing the 401(k)" outlines the core principles and ideals by which successful plans must operate and shows how any employer, large or small, can build and operate an excellent 401(k) plan.
He has also written articles pertaining to fiduciary responsibility for Benefits & Compensation Digest and has been quoted extensively in publications such as The Wall Street Journal, SmartMoneyMagazine, Kiplinger's Retirement Report, InvestmentNews, Wealth Manager Magazine, The Baltimore Examiner, Journal of Financial Planning, Investment Advisor, Registered Rep, PLANADVISER Magazine, Financial Advisor and National Underwriter Life and Health.
Itzoe has served as an Instructor for the Community College of Baltimore County (CCBC) in the area of financial planning and was selected as one of "America's Top Financial Planners" for 2008 by the Consumers' Research Council of America.
Itzoe graduated with honors from Wake Forest University with a Bachelor of Arts degree and is a CERTIFIED FINANCIAL PLANNER™. He also earned the Accredited Investment Fiduciary® professional designation, awarded by the Center for Fiduciary Studies, which is associated with the University of Pittsburgh. He has received formal training in investment fiduciary responsibility.
While at Wake Forest, Itzoe was a four-year starter for the baseball team and spent several years playing professionally after graduation for both the San Diego Padres and Los Angeles Dodgers.
