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    Josh Lerner

    Wealth Management Advisor at Northwestern Mutual - Our team delivers holistic advice and a premier wealth management experience. We protect our clients' families and help them grow wealth, so their money outlives them.

    Josh Lerner is a Partner and Private Wealth Advisor with Symphony Financial, a part of Northwestern Mutual Private Client Group.12 He has been with Northwestern Mutual since 2001, building his wealth management business.3 Lerner holds several professional certifications, including CFP® (Certified Financial Planner), CLU® (Chartered Life Underwriter), and RICP® (Retirement Income Certified Professional).1

    Professional Achievements

    • Recognized as a Top Financial Security Professional by Forbes in January 20241
    • Named to Forbes' Financial Security Professional Best-In-State list in January 20231
    • Part of the Best in State Wealth Management Teams, as recognized by Forbes14

    Education and Credentials

    • Received his BA from Southern Methodist University3
    • Holds Series 6, 7, 63, and 66 licenses from FINRA1
    • Obtained his CFP® certification in May 20131

    Role and Expertise

    As a Partner and Private Wealth Advisor at Symphony Financial, Lerner works as part of an integrated team delivering comprehensive private wealth management services.2 His expertise, combined with the resources of Northwestern Mutual and the Private Client Group, allows him to provide clients with personalized attention and the financial strength of a Fortune 100 company.2

    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
    Josh Lerner, photo 2
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    Location

    Skokie, Illinois, United States