Josh J. Chase, CFP

Financial Advisor

Josh is the newest member of the BGA Retirement Advisors team.  He is a Certified Financial Planner with over 20 years experience in the financial services industry, working closely with retirement plan sponsors and their employees.

Josh grew up in Maine and is a graduate of University of Maine at Orono, holding a degree in Mass Communication.

He is a Registered Representative of Sagepoint Financial and holds Series 6, Series 7 and Series 66 licenses.  He is also Life & Health Insurance licensed.

Josh is active in his community and serves on the boards of Junior Achievement and Portland Little League.  He also volunteers in the classroom through Junior Achievement, volunteers with the Southern Maine Area Agency on Aging Money Minders Program and is a youth sports coach.

Josh resides in Portland with his wife Erin and their three children.


Phone 207-689-3400
Fax 207-689-3422
Mobile Phone 207-233-8237