Josh is one of the Financial Advisors on our team. He loves to help motivated families overcome complexity to gain control of their finances. He has many years of financial services experience and holds the CERTIFIED FINANCIAL PLANNER™ designation. The CFP® curriculum is comprehensive and vigorous, covering everything from investments to tax, insurance, and estate planning. In addition to his client-facing responsibilities, he also serves on our Investment Committee, Communications Team, and as our 401(k) specialist. Josh lives in St. Louis Park with his wife, Elizabeth. While born and raised in Iowa, they were drawn north by the vibrancy and serenity of the Twin Cities. Josh and Elizabet

Josh Moklestad
Financial Advisor
GEN Financial Management Inc
United States, Minnesota, Minneapolis
About Me
Profile Information
Financial Advisor
GEN Financial Management Inc
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Minneapolis
Minnesota
United States
Jul 27, 2025
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