Office Address: North Ridge Wealth Planning, 3920 Veterans Memorial Hwy. Ste. 1, Bohemia, NY 11716
Josh Elkin is a dedicated Registered Representative at North Ridge Wealth Planning, where he brings over a decade of experience in financial planning and client service. With a strong foundation in finance and a passion for helping individuals achieve their financial goals, Josh is committed to delivering personalized strategies that align with each client’s unique needs.
Josh began his career at American Portfolios in 2013, where he developed his expertise over 11 years before joining Cetera in 2024. He works closely with Senior Wealth Advisor, George Elkin, and his Registered Administrative Assistant, Mike Boccio, to ensure clients receive attentive, seamless service and support.
Josh earned both his MBA and BS in Finance from Molloy College, graduating Summa Cum Laude in 2018. He holds Series 7, 63, and 66 securities registrations, along with Life, Accident, and Health insurance certifications. His areas of expertise include comprehensive financial planning and investment strategy.
Outside of the office, Josh enjoys spending time on the water—whether it’s boating, fishing, or playing hockey.
Josh’s professional goal is simple yet impactful: to continue serving his clients with integrity and helping them meet their financial needs with confidence and clarity.