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Joshua Friedlander

Joshua Friedlander

Financial Planner

Joshua Friedlander’s mission is to help his clients achieve long term financial security by creating clarity
and understanding on the ideal vision for the future. Josh uses a unique and creative approach that is tailored to each individual clients needs. The foundation of his process is educating clients so they can make informed financial decisions.

As a Personal, Estate and Business Advisor Joshua has consistently earned industry recognition and multiple awards including MDRT and Top of the Table in 2016.

Joshua began his career with AXA. He then advanced his career with Mutual of Omaha where he earned the “Rookie of the Year” award and was additionally appointed to “Leaders Roundtable” in 2008. Joshua then Joined CWP with the desire and expertise to help to help business owners and doctors achieve financial independence with their business, estate and personal financial planning.

Joshua’s experience with business owner’s has been a lifelong commitment. He was actively involved in many of his family’s businesses including construction and food franchises. Joshua’s time spent helping in all aspects of his family’s businesses allowed him the unique perspective to understand the diverse dynamics in a family business environment. This understanding is what allows him the ability to meet the needs of his business owner clientele. He now offers fee-based planning for business owners and doctors alike.

Joshua is a Long Island native. He earned his Bachelor’s degree in Business Management and Finance, as well as a minor in Music from Stony Brook University. It was Joshua’s time at Stony Brook that led him to discover one of his favorite pastimes, Rugby. Joshua played for the Stony Brook Men’s Rugby Team, which led to his participation in the Long Island Men’s Rugby Club. He is passionate about fitness, rugby, music. Joshua and his wife, Roseann, an elementary school teacher are proud residents of Long Island. They have a son, Jeremiah and a dog named Shadow. They are active members of their community, the local chamber of commerce and their church.

Joshua Friedlander is a registered representative of and offer securities, investment advisory services and financial planning through MML Investors Services, Inc., member SIPC (www.sipc.org). Supervisory address: 6800 Jericho Turnpike Suite 202 West, Syosset NY 11791. 516-364-4203.

Our primary objective is to help you achieve financial freedom in a complex and constantly changing world by designing strategies to help you achieve what is most important to you.

6800 Jericho Turnpike
Suite 202W Syosset, NY 11791
Phone: (516) 364-4203