Josh Whelan, CFP®

Financial Advisor | Founding Partner at Alterra Advisors
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Contact Information
us****@****om
(386) 825-5501
Location
Bellevue, Washington, United States, US
Skills

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Experience

  • Alterra Advisors
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Advisor | Founding Partner
      • 2018 - Present

      Alterra Advisors is an independent wealth management firm. From successful entrepreneurs and business owners to retirees and those with big charitable goals, we’re here to serve. And because each client is unique, we don’t have pre-determined solutions. All wealth management plans are unique and personalized. Alterra is the result of over a decade of collaboration. While our founders were both principals in their own financial advisory practices, they became friends and colleagues, sharing a long-term vision of the impact they could have on the lives of their clients. Over the years, they jointly crafted the client-first approach they both practiced. Founding Alterra Advisors formalized these shared views in partnership. Our mission is to provide exceptionally coordinated financial planning and wealth management. We strive to give our clients the peace of mind that comes as they plan for and meet their financial needs and life’s goals. Our success is defined by each and every client who comes to feel we are not just their trusted advisor, but also part of their extended family. Securities offered through Lion Street Financial, LLC (512.776.8400), member FINRA, SIPC. Investment advisory products and services offered through Lion Street Advisors, LLC, an investment advisor registered with the SEC. Lion Street Financial, LLC and Lion Street Advisors, LLC are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Your connection to this LinkedIn profile does not necessarily indicate that this Financial Professional is able to transact business in your state. LSF is not affiliated with Alterra Advisors. Show less

  • The Whelan Group | Part of PCRG
    • CERTIFIED FINANCIAL PLANNER (TM)
      • 2006 - 2018

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