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Joshua Wokurka is a financial advisor based in Chicago and Philadelphia. As a people person, Joshua was drawn to financial advising to build relationships and make a difference in the lives of his clients. Specializing in working with physicians and dentists, his goal is to develop trust early on with his clients to lay the groundwork for a lifelong relationship.
As an independent advisor, Joshua is able to provide his clients with a range of customized options to help suit their specific needs. He utilizes a comprehensive approach to balance his clients’ interests, such as helping to protect them and their families financially, strategizing how to maintain their current lifestyle in retirement and creating solutions to help pay down debt. Understanding the busy schedule of those in the medical field, Joshua hopes to be a resource to clients by offering flexible meeting times based on their rotations.
- Member of North Star’s Medical Division
- FINRA Series 7 and 66 registered
- Life and Health licensed
- College Funding Strategies
- Disability Insurance
- Life Insurance
- Retirement Strategies
- Tax-Efficient Investment Strategies*
- Wealth Accumulation
Joshua conducts educational seminars for residents and attending physicians in both Pennsylvania and Illinois.
Josh, Ross, and Michael are registered representatives and investment advisor representatives of CRI Securities, LLC and Securian Financial Services, Inc.