Josh  Wolberg,  CFP<sup>&reg;</sup> - Financial Advisor

Josh Wolberg, CFP®

RICP®, MBA

Financial Advisor

Channel Financial

7500 Hwy 55, Ste 225
Golden Valley, MN 55427
FINANCIAL ADVISOR'S WEBSITE
(763) 231-7581

General

Josh Wolberg is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Channel Financial in Golden Valley, MN and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - MBA

Insurance Licenses

  • Life insurance: MN
  • Fixed annuities: MN

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Business Taxes, Career Change, Corporate Finance, Estate Planning, Investment Management, Employee Benefits, Government & Military, Getting Divorced, Mutual Funds, Insurance, Job Loss, Retirement, Life Planning, Long-term Care, Succession Planning, Sudden Wealth, Nontraditional Households, Personal Taxes

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