Joshua Wayne Coffey

Employer firm

Beacon Financial Planning, Inc CRD 175372

$397M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2021 → 09/2024
  New Seabury Country Club
  Mashpee, MA
• 09/2021 → 05/2025
  Salem State University
  Norton, MA
• 02/2025 → 05/2025
  Northwestern Mutual Investment Services Llc
  Rockland, MA
• 08/2025 → Present
  Beacon Financial Planning, Inc.
  Hyannis, MA
• 05/2024 → 08/2024
  Cape Cod Five
  Sandwich, MA
• 09/2014 → 05/2021
  Norton Public Schools
  Norton, MA

Other Businesses

1) 617 Supply; Not investment-related; East Sandwich, MA 02537; Clothing brand; Owner; August 2025; 10 hours per month; 0 during trading hours; Clothes design and manufacturing

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-09-11

Other Names

• Joshua Wayne Coffey