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Joshua G. Schenker, CRES®

Joshua G. Schenker, CRES®

Financial Professional

Joshua G Schenker works diligently to assist the needs of his clients by helping to develop financial strategies and estate planning strategies. As a Financial Advisor with Equitable Advisors, LLC and an agent of Equitable Network, LLC and its subsidiaries, Joshua can offer a broad range of financial products and services; such as mutual funds, annuities, life insurance, term insurance, and long-term care insurance, just to name a few. Joshua earned his Bachelor's degree from Cleveland State University.

Joshua works with individuals and businesses focusing on providing a wide array of financial services and financial education to help those who serve and build our communities toward meeting their retirement needs – educators and staff in our public schools, colleges and universities; hospital and municipal workers; and employees of nonprofit organizations. His personalized approach helps clients chart a course for financial success, by giving them the information and some level of confidence they need to help them strive toward the retirement of their dreams.

Joshua focuses on building a team to assist his clients in meeting their financial goals. Changing demographics, volatile markets and consumers' ongoing needs for financial products and services can potentially mean exceptional opportunities for talented individuals. Joshua looks for team members that possess characteristics including: high ethical standards, a strong team-player spirit, a dedicated work ethic coupled with the aspiration of financial independence, excellent interpersonal skills, an established network within the community, and the desire to help others build their financial future. Joshua currently lives in Delaware, Ohio area with his wife Megan, son Grant and daughter Elise along with their dog Murdoc.

Let's build a plan, together

Guidance | Protection | Retirement

  • Financial guidance to assist you in making important decisions for your financial future
  • Addressing your goals in small, manageable steps
  • Information to help you identify the right strategy for you
  • Create a custom potential strategy toward reaching your financial destination