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Josh Zahn - Relationship Associate

Josh Zahn

Relationship Associate,  CFP®

Josh serves as a Relationship Associate at Orgel Wealth Management and assists our clients with investment strategy development, investment portfolio analysis, portfolio management, and comprehensive financial, estate, and insurance planning. 

Josh earned his Bachelor of Business Administration degree in finance from the University of Wisconsin – Eau Claire and his Master of Science in Finance degree from the Kelley School of Business at Indiana University. He holds the CERTIFIED FINANCIAL PLANNERcertification and has currently completed Level II of the Chartered Financial Analyst® Program.