Josh Rivers, CFP®
Education & Certificates
B.A., University of Maryland, College Park
Certified Financial Planner™
Professional Background
I joined CW Advisors as a Wealth Manager in 2017. I began my career in financial services in 2000. Prior to joining CWA I worked as a relationship manager in a multi-family office in Vienna, VA and has the Head of Investments and Financial Planning for a Lincoln Financial Planner Group in Annapolis, MD.
Personal Interests
Away from the office I enjoy spending time with my wife and our four children, mostly doing active things like golf, pickleball and basketball. I have been active in our community serving on several boards including the Annapolis Touchdown Club and the Howard County Concert Odyssey. I am lifelong fan of the Washington Commanders, Baltimore Orioles, Naval Academy, and my beloved Maryland Terrapins.