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, and more. 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.
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Ms. Esquire has been a great group, and special due to being mostly ladies, which brings a different vibe. Some of the activities we do during our monthly meetings bring the members closer to one another which is great. Also, all members are phenomenal and intelligent business owners, people you want to relate to and be around.
Ms. Esquire has helped my business significantly and has helped me personally as well. In addition to the numerous referrals that are passed back and forth, the connections I have made through Ms. Esquire have developed into long-lasting friendships as well as successful business relationships. Many of my closest friends are also my colleagues who are part of Ms. Esquire. Ms. Esquire has also provided me with valuable information such as scheduling and marketing tips, an opportunity to get headshots, and detailed instructions on creating a virtual business card.
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