About Joshua P. Itzoe, CFP®, AIF®
Joshua P. Itzoe, CFP®, AIF® is a Principal of Greenspring Wealth Management, a registered investment advisory firm and professional independent fiduciary in Towson, MD. He leads the firm’s institutional advisory practice which provides fiduciary governance consulting and ERISA-defined "Investment Manager" to qualified retirement plans that generally range between $5 million and $100 million.
One of the country's leading experts on 401(k) fiduciary responsibility, Itzoe has written on the topic for Benefits & Compensation Digest and is a sought after speaker on the issues of 401(k) plans and fiduciary matters. He has been quoted extensively in publications such as The Wall Street Journal, U.S. News & World Report, SmartMoney Magazine, Kiplinger's Retirement Report, Yahoo Finance, MSN Money, Wealth Manager Magazine, The Baltimore Examiner, Journal of Financial Planning, Investment Advisor, Registered Rep, PLANADVISER Magazine, Financial Advisor and National Underwriter Life and Health.
Itzoe has served as an Instructor for the Community College of Baltimore County (CCBC) in the area of financial planning and was selected as one of "America's Top Financial Planners" for 2008 by the Consumers' Research Council of America. He is a member of the American Society of Pension Professionals & Actuaries (ASPPA) and the Chesapeake Human Resources Association (CHRA).
Itzoe graduated with honors from Wake Forest University with a Bachelor of Arts degree and is a CERTIFIED FINANCIAL PLANNERTM. He also earned the Accredited Investment Fiduciary® professional designation, awarded by the Center for Fiduciary Studies, which is associated with the University of Pittsburgh. He has received formal training in investment fiduciary responsibility.
While at Wake Forest, Josh was a four-year starter for the baseball team and spent several years playing professionally after graduation. He lives with his wife Jessica, son Caleb, and daughter Lydia in Lutherville, MD.