Josh Espinosa Earns Insurance License

We are pleased to announce that Josh Espinosa, one of our family-focused advisors, has earned his health, life and variable annuity insurance license.

Josh completed the required 60-hour course and studied for more than two months to obtain his License 215, which enhances his ability to assist clients with insurance review and analysis.

“We appreciate the effort and time Josh put forth,” said Kim Ciccarelli Kantor, President of Ciccarelli Advisory Services. “His commitment reflects our firm’s dedication to providing the highest level of service to the generations of families we serve.”

Josh joined our CAS family in February, and has more than 10 years of diversified experience in investment analysis, asset management and financial planning.

In addition to his recently acquired license, Josh holds his Series 7 and 66 securities registrations and earned his Certified Investment Management Analyst^® certification, administered by Investment Management Consultants Association^® and taught in conjunction with MIT Sloan School of Management.

At Ciccarelli Advisory Services, we focus on what matters to your family because we are a family. We embrace a holistic approach to wealth management and financial planning. Our family of advisors and staff is dedicated to promoting the financial well-being of your family – today and for generations to come.