Broker Check
Joshua Mandelkorn, CFP®

Joshua Mandelkorn, CFP®

Wealth Advisor

Josh Mandelkorn is a LPL Registered Representative and Wealth Advisor at Sanchez Wealth. His responsibilities include client annual review and strategy meetings, investment research, portfolio trading, and preparation/implementation of client financial plans.  Josh began his career at E*TRADE Financial as a financial consultant in Utah. Josh then performed similar responsibilities at Fidelity Investments in Jacksonville FL before joining Sanchez Wealth in 2013. Josh brings a great deal of knowledge and enthusiasm to the office every day and is a tremendous team member. 

Josh earned his Bachelors of Science degree from the University of Central Florida focusing on Finance and Real Estate and is a proud Knight.

Josh is an avid college football and Jacksonville Jaguars fan.

 

https://www.cfp.net/about-cfp-board/cfp-certification-the-standard-of-excellence