Joshua Waters lived in the Philadelphia area and currently
resides in Montgomery County, PA with his wife and two
daughters. He attended Drexel University's Cooperative program
and graduated in 1982 with a B.S. in computers and accounting.
He started his
business career in accounting with Rudolph
Palitz, a local CPA firm, and his seven years
there were divided into different areas,
including taxation, computers, write up and
auditing. He joined Professional Planning
Associates in 1989 and is presently a
shareholder.
Mr. Waters
completed the Life Underwriting Training Council
program. He is a member of the
National Association of Life Underwriters(NALU),
the Association of Health Insurance Agents (AHIA),
the Philadelphia Estate Planning Council,
International Management Council (IMC) and Beth
Masada Chapter of B'nai B'rith.
Josh
concentrates on assisting small businesses plan
for their future and getting more for their
money in the areas of retirement planning and
group insurance. He has given seminars in
college education planning for individuals and
retirement planning for Associations and
business. His background in taxation has
benefited his clients.
