Josh Skielnik

About Josh Skielnik

Hello Everyone!I\'m Josh Skielnik, a Financial Planner with a B.S. and an MBA in Investment Management & Financial Valuation from Lynn University in Boca Raton, FL. My purpose and mission are to helm a meaningful, educational, and impactful Wealth Management Practice in South Florida, leveraging the esteemed status and sterling reputation of the financial juggernaut, Northwestern Mutual.As an Advisor at the Striano Financial Group, I am part of an award-winning agency within the highest-rated independent wealth management and financial services firm; Northwestern Mutual. This affiliation enables me to provide my clients with unparalleled services encompassing wealth and retirement planning, budgeting, investment strategies, risk management, and personal insurance planning. My mission is to empower individuals from all walks of life to attain financial freedom, with a particular focus on attorneys, resident physicians, tax professionals, and business owners.Prior to my career at Northwestern Mutual, I was an accoladed distance runner in NCAA Division II. During my collegiate tenure, I adeptly balanced a full-time commitment to being a student-athlete while garnering valuable experience in sales, marketing, production, public relations, and various industries such as restaurant, retail, and security. Before my collegiate journey, I was a small business owner in northern Palm Beach County, Florida, where I cultivated a deep understanding of business operations and the paramount importance of financial planning.Having been a lifelong resident of South Florida, I am profoundly dedicated to forging long-term relationships with my clients and assisting them in achieving their financial aspirations. My approach is meticulously personalized and client-focused, ensuring that each individual receives bespoke advice and strategies tailored to their unique needs and ambitions.I am fervently passionate about making a positive impact in the lives of my clients and the community. By offering comprehensive financial planning services, I aim to provide clarity and confidence to those I work with, guiding them through the intricacies of financial management and fostering lasting success.I am incredibly enthusiastic about continuing my journey and making a significant impact in Florida, the States, and beyond. I eagerly anticipate the opportunity to collaborate with you and help you realize your financial dreams.

Experience

1. Financial Advisor

   Northwestern Mutual

   Jan 2022 — Present · US

   My mission as a financial planner is to empower individuals in all walks of life to enjoy financial literacy and freedom. I achieve this by identifying my client’s current financial picture and their future financial goals. I provide innovative solutions using world-class insurance services and internationally recognized investment products. Through this, I develop meaningful relationships with my clients and do my best to positively impact my community.Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.

Education

• Lynn University

  MBA - Investment Management, Financial Valuation

• Lynn University

  BS - Entrepreneurship, Int’l Business