Joshua M. Grieves, MS, CFP®

Joshua M. Grieves, MS, CFP®

Financial Consultant

Josh earned his Bachelor of Science degree at Bentley College in 2000. Following college, Josh spent the next seven years working at John Hancock Financial Network as a financial advisor. At John Hancock, his primary focus was working with pre-retirees and retirees in the areas of asset preservation/distribution, life insurance, and long-term care planning. To further his credentials, and to better assist his clientele, Joshua obtained his CERTIFIED FINANCIAL PLANNER™ designation in March of 2007. Josh then went on to complete the Master of Science in Personal Financial Planning.

After leaving John Hancock, Josh spent the next 7 years working as a Financial Advisor for seniors with Signator Investors, Inc.. Josh works closely with Attorney’s and Case Managers to help clients navigate the healthcare system. In many instances this can help a person age in place and maintain their independence. 

In his free time, he enjoys traveling, skiing, and supporting his favorite teams the Bruins and Patriots. He lives on the North Shore with his wife Chrissy, son Ethan, and dog Gladys.

Phone 617-934-1096
Fax 617-481-0191