Josh Liberati in

Josh Liberati

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Growth & Development Director / Financial Advisor at Northwestern Mutual
📍 Beachwood, Ohio, United States

Josh Liberati is a Partner and Growth & Development Director with Northwestern Mutual, specializing in strategic financial planning for business owners, sales professionals, and physicians. A finance graduate from Baldwin Wallace University, he leverages his background as a former college football team captain to lead and mentor new advisors in the industry.

Outside of work, Josh enjoys traveling with his wife, Ana, and walking their Goldendoodle, Duke. He is an avid golfer, a fan of the Pittsburgh Steelers, and also enjoys reading in his spare time. His personal goal is to create an extraordinary future for his family and clients.

Interesting fact: Josh was a team captain for the Baldwin Wallace University football team, where he played linebacker.

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Experience
7 Years
Current Role
Growth & Development Director / Financial Advisor
Job Level
Mid-senior
Location
Beachwood, Ohio, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Josh cares about

Strategic Financial Planning
His practice centers on comprehensive financial planning with a focus on tax efficiency, risk management, and wealth accumulation for professionals and business owners.
Mentoring Young Professionals
As a Growth & Development Director, he is passionate about guiding new advisors and making a positive impact on their careers.
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Career

Work history

7-2024
Growth & Development Director / Financial Advisor
Northwestern Mutual
10-2021
Financial Advisor
Northwestern Mutual
5-2021 - 10-2021
Associate Financial Advisor
Northwestern Mutual
2-2020 - 10-2021
Licensed Relationship Manager
KeyBank
5-2019 - 8-2019
Retail Banking Intern
KeyBank
In the press

Media appearances

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Education
2016 - 2020
Bachelor's degree
Baldwin Wallace University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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