Joshua Mellberg
President and Founder, Secure Income Management
Josh Mellberg is a renowned financial strategist, accomplished public speaker and author with a passion for empowering individuals to take control of their finances. With over two decades of experience in the industry, Josh is a recognized leader in the field of retirement income planning, wealth management and estate planning.
In 2005, Josh founded J.D. Mellberg Financial, which quickly became a nationally recognized firm specializing in retirement income planning. His company was named one of the fastest-growing private companies in the United States by Inc. magazine for seven consecutive years on their Inc. 500/5000 list. In 2020, J.D. Mellberg Financial was acquired by AmeriLife Group in Clearwater, Florida.
Josh Mellberg is a visionary in the financial sector, renowned for his innovative approach and unparalleled success. With a proven track record of excellence, he has established himself as a leader in the industry. Josh has taken the initiative to launch five ground-breaking global mutual funds, spearheading the development and creation of two distinct annuity products in partnership with two highly-rated insurance companies. Through his unwavering commitment to teamwork, Josh has raised an impressive $4 billion in capital, solidifying his position as a top performer in the industry.
Josh has also made a significant impact on the financial education of the public through his 13-episode syndicated show on PBS Arizona, “Mastering Your Money,” where he discussed a range of topics including retirement strategies, annuities, tax planning, and estate planning for seniors. As a frequent speaker on financial subjects, Josh has been named “Agent of the Year” three times by Forward Strategies Insurance Brokerage and has hosted numerous pledge drives for PBS in Phoenix and Atlanta to raise money for the network.
In addition to his expertise in retirement planning and wealth management, Josh is a skilled trainer for financial advisors and insurance agents. He offers his years of experience and expertise to provide viewers with a well-rounded view of factors directly impacting the financial market and helps them make informed decisions when planning for their future.
Josh Mellberg is a true advocate for financial literacy, and his quote, “I'm passionate about helping people feel informed and empowered about their futures, financially, and helping them shift from thinking about net worth to thinking about how to get optimized income – net of fees, taxes, and inflation,” speaks volumes about his dedication to his clients and their financial well-being.
Josh Mellberg is a renowned financial strategist, accomplished public speaker and author with a passion for empowering individuals to take control of their finances. With over two decades of experience in the industry, Josh is a recognized leader in the field of retirement income planning, wealth management and estate planning.
In 2005, Josh founded J.D. Mellberg Financial, which quickly became a nationally recognized firm specializing in retirement income planning. His company was named one of the fastest-growing private companies in the United States by Inc. magazine for seven consecutive years on their Inc. 500/5000 list. In 2020, J.D. Mellberg Financial was acquired by AmeriLife Group in Clearwater, Florida.
Josh has also made a significant impact on the financial education of the public through his 13-episode syndicated show on PBS Arizona, “Mastering Your Money,” where he discussed a range of topics including retirement strategies, annuities, tax planning, and estate planning for seniors. As a frequent speaker on financial subjects, Josh has been named “Agent of the Year” three times by Forward Strategies Insurance Brokerage and has hosted numerous pledge drives for PBS in Phoenix and Atlanta to raise money for the network.
In addition to his expertise in retirement planning and wealth management, Josh is a skilled trainer for financial advisors and insurance agents. He offers his years of experience and expertise to provide viewers with a well-rounded view of factors directly impacting the financial market and helps them make informed decisions when planning for their future.
Josh Mellberg is a true advocate for financial literacy, and his quote, “I'm passionate about helping people feel informed and empowered about their futures, financially, and helping them shift from thinking about net worth to thinking about how to get optimized income – net of fees, taxes, and inflation,” speaks volumes about his dedication to his clients and their financial well-being.
