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Josh Lerner

Wealth Management Advisor at Northwestern Mutual

Josh Lerner is a prominent Wealth Management Advisor at Northwestern Mutual, operating out of Skokie, Illinois. He has been with Northwestern Mutual since 2001 and is a partner at Symphony Financial, where he focuses on providing comprehensive wealth management services. His expertise is underscored by several professional designations, including Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®), and Retirement Income Certified Professional (RICP®).12

Education and Certifications

  • Education: Bachelor of Arts from Southern Methodist University.
  • Certifications:
    • CFP® - Certified Financial Planner
    • CLU® - Chartered Life Underwriter
    • RICP® - Retirement Income Certified Professional
    • Series 6, 7, 63, and 66 licenses from FINRA.14

Professional Recognition

Lerner has received multiple accolades for his work in financial security and wealth management:

  • Recognized as a Top Financial Security Professional by Forbes in January 2023.
  • Listed among the Best in State Wealth Management Teams by Forbes for both 2023 and 2024.15

Career Highlights

As a member of the Symphony Financial team, Lerner collaborates with other experienced advisors to deliver tailored financial strategies that meet the diverse needs of their clients. The team emphasizes a holistic approach to wealth management, leveraging the resources of Northwestern Mutual to provide clients with clarity and confidence in their financial planning.23

In summary, Josh Lerner combines extensive experience with a strong educational background and recognized expertise in wealth management, making him a valuable resource for clients seeking financial guidance.

Highlights

Symphony Financial - Team | Skokie, IL - Northwestern Mutual
Symphony Financial - Team | Skokie, IL - Northwestern Mutual
Symphony Financial - Northwestern Mutual
Symphony Financial - Northwestern Mutual

Related Questions

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Josh Lerner
Josh Lerner, photo 1
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Location

Skokie, Illinois