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Joshua M

CFA®

Northbrook, IL

Considerate Capital, LLC

Joshua Mangoubi is a CFA® charterholder and the sole advisor at Considerate Capital, LLC, with six years of industry experience. He previously operated Mangoubi Advisory for five years before founding his current firm in 2020. Considerate Capital provides retirement-focused wealth management and financial planning to pre-retirees, retirees, business owners nearing a sale, surviving spouses, and multi-generational families, including related trusts, estates, and business entities. The firm employs an intrinsic value–oriented investment philosophy, using a range of techniques and investment vehicles tailored to client objectives, and also offers research and consulting services such as fund due diligence and portfolio construction for institutional-type clients.

General retirement planning Retirement income strategy Roth conversion strategy Social Security optimization Medicare planning Founder/Business Owner Approaching retirement Retired Intergenerational Families
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