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Joshua Sacks, CFP®

Senior Financial Planner, Director

Columbia, MD

Back to Team

Designations

Work Experience

Joined MAI Capital Management in 2025
Previously as Director of Financial Planning at Lowe Wealth Advisors
Develops financial plans for his clients from the ground up while monitoring statistics andanalytics using a data-driven approach
Ensures clients receive sound advice in a timely manner to help clients make importantfinancial decisions with the utmost confidence

Life Outside of MAI

Education

*CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S.

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