Joshua Frank, CFP®
Assistant Vice PresidentJoshua joined the firm in 2018 as a Client Service Associate and has since advanced into an advisory role, earning his CERTIFIED FINANCIAL PLANNER® designation along the way.
Born and raised in Milwaukee, Joshua is deeply rooted in his community. This strong connection has shaped his approach to financial advising—grounded in service, education, and a genuine understanding of each client’s unique needs. He takes pride in helping individuals and families navigate both the day-to-day details and long-term goals of their financial lives.
Outside of work, Joshua enjoys spending quality time with his wife and their six children.
Previous Experience
- Wealth Management Intern at Bronfman Rothschild
Education & Credentials
- Bachelor’s in Talmudic Law, Yeshiva Shaarei Torah of Rockland
- CERTIFIED FINANCIAL PLANNER®
- Series 65 license
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
