Broker Check
Josh J. Chase, CFP®, CPFA™

Josh J. Chase, CFP®, CPFA™



Financial Advisor

Josh joined the BGA Retirement Advisors team in 2020. He is a CERTIFIED FINANCIAL PLANNERTM practitioner with over 22 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 his Series 6, Series 7 and Series 66 licenses. He is also a Certified Plan Fiduciary AdvisorTM and is Life & Health Insurance licensed.

Josh is a member of the National Association of Plan Advisors, the Maine Employee Benefits Council and the Society of Financial Service Professionals.

He is active in his community and serves on the board of Junior Achievement. 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.