Gary Josephs, PPC

Senior Vice President, OneDigital Retirement + Wealth

33 years of experience

About

Gary currently serves as a Senior Vice President of Retirement + Wealth division of OneDigital and has over 33 years of experience providing retirement plan services to institutions and their employees. He has established a national reputation for his excellence and experience in the provider search and benchmarking, contract negotiations, investment due diligence, ERISA compliance, and comprehensive employee education and communication.

Gary earned his Bachelor of Science in Management from Tulane University in New Orleans, LA and also holds a Master of Business Administration with an emphasis in Finance from Washington University in St. Louis, Mo.

Gary lives in Laguna Beach, CA and is the proud father to 5 children.

Investment advice offered through OneDigital Investment Advisors, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital. Securities offered through Triad Advisors, LLC (member FINRA/SIPC). OneDigital and OneDigital Investment Advisors are separate entities from Triad Advisors, LLC. Check the background of investment professionals associated with this site on FINRA’s BrokerCheck

Latest News & Updates from Gary Josephs, PPC and Team

About Overland Park, KS (Retirement + Wealth) Team

With advisor teams around the country, we offer a comprehensive solution focused on tailoring retirement plans, wealth management conversations and financial wellness programs to meet the needs of your organization and employees.

Investment advice is offered through OneDigital Investment Advisors, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital. Please note the other companies referenced on this website are separate entities from OneDigital Investment Advisors and are not authorized to provide, and do not provide, investment advisory or securities brokerage services.

 

4860 College Blvd, Overland Park, KS, USA | (913)338-5300 | Get Directions | View Team Details