Josh Reesman, Social Security Planning Advisor
Josh Reesman
Planner Team Director & Lead Holistic Planner, The Chamberlin Group
Professional Profile
Josh Reesman is a highly respected Planner Team Director and Lead Holistic Planner at The Chamberlin Group, leveraging over 15 years of extensive experience in financial services to provide exceptional guidance to his clients. With a storied background as a VP at leading financial institutions such as HSBC, State Street Global Advisors, and Goldman Sachs, Josh brings a wealth of knowledge and expertise to the table. Now at The Chamberlin Group in St. Louis, he oversees a talented team of financial planners while personally ensuring that each client receives tailored, comprehensive planning strategies.
Josh Reesman has earned the National Social Security Advisor (NSSA®) certification, demonstrating advanced expertise in Social Security claiming strategies.
Josh's holistic approach not only focuses on financial growth but also emphasizes the critical role of Social Security in retirement planning. His in-depth understanding of Social Security benefits positions him as a trusted expert for individuals and families seeking to maximize their retirement income. A proud father of three and a dedicated husband, Josh values the importance of family and community. His passion for outdoor activities and travel reflects his belief in a balanced and fulfilling life. Whether you are in St. Louis or the broader Missouri area, Josh Reesman is the reliable advisor you need to navigate your financial journey and secure your future with confidence.
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How an NSSA® Certified Advisor Will Help You
An NSSA® Certified Advisor provides the knowledge and expertise needed to maximize your Social Security benefits and help you achieve a secure retirement.
Avoid Costly Social Security Claiming Mistakes
Navigating Social Security rules can be complex, and even small mistakes can cost you thousands of dollars in lost benefits. An NSSA® Certified Advisor ensures you make informed decisions and avoid costly errors.
Holistic Retirement Planning
An NSSA® Advisor integrates your Social Security strategy with your overall retirement plan, ensuring your assets work together to meet your financial goals and a clearer path to a secure future.
Guidance You Won’t Get from the Social Security Office
The Social Security office provides information but doesn’t offer personalized advice or strategies. An NSSA® Certified Advisor delivers tailored solutions based on your unique circumstances and goals.