After trading S&P futures at the Chicago Mercantile Exchange, he decided he needed a career that was more fulfilling. At Northwestern Mutual, Josh can help his clients make better financial decisions for themselves. It gives him a great feeling to know that he is assisting people reach a better place after they have implemented the right solutions for their financial needs. Josh understands what he does helps people send their children to college, retire comfortably, and protect their lifestyles.

Associations and Memberships

Joshua S Lerner

Joshua S Lerner, CFP®, CLU®, RICP®

Wealth Management Advisor


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