Joshua Caleb Schaubach
Field Director|CLTC®, RICP®
Financial Advisor | Taking the Fear Out of Finances | Financial Health | Meeting Clients Right Where They Are to Help Them Achieve Their Goals
Meet Josh
Closing the gap between where you are where you want to be often requires the help of an expert. This is something I have seen firsthand both in my previous career in the fitness industry and now as a financial advisor with Northwestern Mutual. No matter how daunting their goals seem, my clients know they can count on me to empower and coach them with knowledge and empathy to help them reach their brightest future.
Although it might not seem obvious at first glance, the comprehensive financial planning I do with clients today has a great deal in common with fitness.
Because of my natural ability to connect with people, I developed a reputation for building large gym memberships. Gyms throughout the country hired me to help them attract new members and expand. I even took this specialty overseas, working in Bangkok, Thailand for several months to grow some of the largest gyms in the world, before returning to the U.S. to open my own gyms.
When the pandemic hit, I was forced to confront a shift I had already noticed in fitness as more and more people began to prioritize price over value. This trend prompted me to reevaluate what I wanted to do with my life and how I could best help and support others. At the encouragement of my own Northwestern Mutual advisor, I explored a career in financial planning.
As someone who experienced financial success at a young age but didn’t have the knowledge to steward wealth well, I wish I could go back and apply the financial principles I know now. Luckily, I have the joy of helping others avoid my mistakes. I create a safe space for clients to bring their financial questions and take strides toward the lifestyles of their dreams.
While I serve clients across the country, I live in Gilbert, AZ with my son Jaxon, born in 2015, and our two Goldendoodles Raffi and Lulu.
If you’re interested in finding an authentic partner to support you in your financial health journey, let’s talk.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Multigenerational Planning
Business Risk Management
Business Planning & Succession
Estate Planning
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
