Joshua Mellberg, President and founder, J.D. Mellberg Financial

Josh Mellberg is a Registered Investment Advisor and is a licensed insurance agent in all 50 states. As a public speaker, he frequently conducts presentations on retirement and investment planning, as well as nationally training of financial professionals in tax and income planning strategies. He has been featured on CNBC, AZ-PBS and Yahoo! Finance.\

Josh learned the value of a dollar the old-fashioned way – through hard work and integrity. His work ethic started in high school when he managed his own lawn-care accounts. While in college at Western Michigan University, he proved his business savvy as he ran an online collectibles business and four construction crews building lofts in college dorm rooms.

After graduating with a business management degree, Josh began his financial career with a trust company and later a captive insurance company. These two jobs taught him two valuable lessons. The first was that every client who was sold a trust didn’t actually need one. And second was that a successful company needs to find products their clients need, rather than look for clients to sell products to. This prompted Josh to start J.D. Mellberg Financial where he vowed to always offer clients a wide array of proven retirement products and services to protect and then manage their assets to fit their goals.

A third generation Arizonan, Josh resides in Tucson with his family. He enjoys taking advantage of Arizona’s many outdoor activities, including hiking, hunting and biking.