Josh Coffey

Josh joined the Beacon team in August 2025. Originally from Norton, Massachusetts, he relocated to Cape Cod two years ago. He is a graduate of Salem State University, where he earned a Bachelor of Science in Business Administration with a concentration in Finance. During his time at Salem State, Josh was actively involved in the Student Managed Investment Fund and competed as a member of the NCAA Division III Men’s Basketball Team.

While completing his degree, Josh earned both his Series 7 and insurance licenses, and after joining Beacon, he went on to pass the Series 65 exam. As a Paraplanner, Josh plays a vital role in supporting our clients by gathering and analyzing financial information, preparing detailed reports, and assisting in the development of personalized financial plans. His work ensures that our advisors are equipped with the insight and resources needed to deliver thoughtful, tailored guidance. Clients benefit from Josh’s attention to detail, commitment to accuracy, and dedication to helping the team provide a seamless planning experience.

Outside of work, Josh enjoys staying active through working out, playing basketball, and golfing.

• Professional Hero, Role Model or Inspiration: My family
• Favorite Book/Movie: My favorite book is the Psychology of Money. And my favorite movie is Patriot's Day.
• Words to live by: "Hard work beats talent when talent fails to work hard." - Kevin Durant