Joshua Mandelkorn, CFP®
Senior Advisor
Department: Advisors
Joshua joined the team in August of 2026 when Sanchez Wealth Management Group became Modern Wealth Management. Nothing brings him more joy than assisting individuals and families on their financial journeys. He provides personalized guidance to help individuals pursue their financial goals. Joshua partners with clients through regular review and strategy meetings, manages investment research and portfolio trading, and designs personalized financial plans tailored to their unique needs and long-term goals.
Joshua began his career in the financial industry at E*TRADE Financial, where he discovered his passion for assisting individuals and families with their financial needs. He further honed his skills at Fidelity Investments before joining Sanchez Wealth in 2013.
As a CERTIFIED FINANCIAL PLANNER® (CFP®), Joshua stays up to date with industry trends and regulations. This ensures his clients receive current advice and strategies for their complex financial challenges. Joshua is committed to empowering his clients to pursue their financial goals.
Outside of work, Joshua is an avid sports enthusiast, cheering on his UCF Knights, New York Knicks, and the Jacksonville Jaguars. However, his greatest joy comes from spending quality time with his family, friends, and dogs, Barrett and Knicki. His commitment to personal relationships translates into his professional interactions, fostering trust and open communication.