Josh Wolberg


Josh’s primary role here at Channel Financial is a Financial Planner and Investment Manager. He started as an advisor in 2007, the year the last Harry Potter book was published, and the first iPhone was launched. Josh supports the retirement plan team by helping employees of the companies we serve make the most of their employer-provided benefits.  He is also an adjunct instructor at Minnesota State University in Edina, MN where he helps other Financial Advisors pursue the CFP® Designation.

Josh is from Wall, South Dakota, him and his wife moved to the Twin Cities in 1999 and live in Eden Prairie with their three children. He enjoys being active and loves traveling, hiking, running, and he is a veracious listener of non-fiction audiobooks. Josh dives deep into multiple complex subjects to seek wisdom about living a meaningful and happy life and shares this wisdom with others to help them pursue the same.

Phone: 763-231-7581


Education & Training

  • Master of Business Administration, University of Minnesota—Twin Cities
  • Bachelor of Science, South Dakota State University
  • Adjunct Professor Minnesota State University CFP® Program
  • Retirement Income Certified Professional®
  • Series 66 registration with Resources Investment Advisors, and Insurance Licenses

Areas of Expertise

  • Financial Planning
  • Investment Consulting