Alert: Please be aware that we will be performing maintenance on the FSCP and CE exam system on April 4th from 8 AM to 5 PM. During those hours you will not be able to take FSCP exams or proctored CE128 exams. No other programs will be affected.

Joshua C. Rosenberg

Joshua C. Rosenberg, ChFC®, CLU®, CCFC®

Nabell Winslow Investments

As Partner and Investment Advisor Representative at Nabell Winslow Investments, I specialize in helping clients build strong retirement portfolios and then turn those assets into tax-efficient income streams in retirement. On top of this, I am the head of operations for the firm and run our college planning and qualified retirement plan practice segments. I am motivated by the deep satisfaction of watching the strategies I’ve built and implemented benefit clients over their lifetime. I enjoy developing strong relationships with my clients and their families, which I believe is something that is quite unique to the financial services industry.

I have served in the financial industry for over seven years. I joined Nabell Winslow after graduating from the University of North Carolina at Wilmington, where I received a Bachelor of Arts in Economics with minors in mathematics and philosophy. I currently hold Series 7 and 66 securities registrations, as well as life, health, and long-term care licenses. I am also a designated Chartered Financial Consultant (ChFC®), a designation that I obtained from the American College of Financial Services. I became a Certified College Financial Consultant (CCFC) in 2020, and I received my designation as a Chartered Life Underwriter® (CLU®) shortly afterward in 2021.

The greatest part of my career is seeing the impact that we can make on people and the lives of their families with the advice that we provide. It isn’t just about putting people on the right track – it’s about how the plans we put into place give our clients a clear picture of how to achieve their goals. This provides peace of mind and stability to the families and businesses that I get the privilege to serve.

I currently live in Wilmington, North Carolina with my wife, Shelby. My father moved to the city last year, and we spend a lot of time out on the water together. When I am not servicing clients, I enjoy playing beach volleyball at Capt’n Bill’s Backyard Grill and spending time at the beach with my family.

Josh Rosenberg