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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

    What are Josh Lerner's specific areas of expertise in wealth management?
    How has Josh Lerner's career evolved since joining Northwestern Mutual in 2001?
    What makes Symphony Financial different from other wealth management firms?
    Can you provide examples of Josh Lerner's notable achievements or success stories?
    How does Josh Lerner approach client relationships and personalized wealth management?
    Josh Lerner
    Josh Lerner, photo 1
    Josh Lerner, photo 2
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    Location

    Skokie, Illinois