As a partner and investment advisor representative at Nabell Winslow Investments and Wealth Management, Joshua C. Rosenberg, ChFC^®, CLU^®, CCFC^® specializes in helping clients build strong retirement portfolios and then turn those assets into tax-efficient income streams in retirement. On top of this, he is the head of operations for the firm and runs college planning and qualified retirement plan practice segments. He is motivated by the deep satisfaction of watching the strategies he has built and implemented benefit clients over their lifetimes. He enjoys developing strong relationships with his clients and their families, which he believes is quite unique to the financial services industry.

Rosenberg has served in the financial industry for over seven years. He joined Nabell Winslow after graduating from the University of North Carolina at Wilmington, where he received a bachelor of arts in economics with minors in mathematics and philosophy. He currently holds Series 7 and 66 securities registrations, as well as life, health, and long-term care licenses. He is also a Chartered Financial Consultant^® (ChFC^®), a designation he obtained from The American College of Financial Services. He became a Certified College Financial Consultant^® (CCFC^®) in 2020 and received his designation as a Chartered Life Underwriter^® (CLU^®) from The College shortly afterward in 2021.

Rosenberg currently lives in Wilmington, North Carolina with his wife Shelby. When he is not servicing clients, he enjoys playing beach volleyball at Capt’n Bill’s Backyard Grill and spending time at the beach with his family.