Joshua Frank, CFP®
Assistant Vice President
Joshua 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.
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.
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.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
