Your Advisor

Josh Whelan

  • CFP®, CLU®, ChFC®
  • Partner, Financial Advisor, CMO
Your Advisors  »  Josh Whelan

Josh sees his profession as a calling, not just a career. His motive for pursing financial planning was very personal. While working on a degree in marriage and family counseling, Josh’s father was diagnosed with multiple sclerosis. Josh decided then and there to change career paths to help his family prepare for an uncertain financial future. Financial planning became his path to serving others.

Josh applies his passion for personal relationships and helping people thrive as a financial steward. His “listen first” approach seeks to understand his clients’ true financial goals and then offer the open communication and guidance needed to reach those goals.

A native of the Pacific Northwest and a graduate of Seattle Pacific University, Josh serves many kinds of clients, but has established a niche helping dentists integrate their personal and practice finances. He’s also a regular lecturer at the University of Washington School of Dentistry, helping the school integrate financial education into the curriculum.

When he’s not serving his clients, Josh loves date nights with his wife, Jenny, and going on adventures with his three kids, Audrey, Norah, and Declan. He’s a CrossFit enthusiast, a lifelong musician and an active member of his church.

“Financial planning is not just a career, it’s a calling – my way to serve others.”

Contact info

  • 425.749.3300

Are we a fit?

Let’s start a conversation. We’re not a match for everyone. But, if you’re looking for a collaborative guide in your financial life, Alterra Advisors could be a fit for you.

We make a living by what we get, but we make a life by what we give.
— Winston Churchill

People acting together as a group can accomplish things which no individual acting alone could ever hope to bring about.
—Franklin D. Roosevelt

Wealth is the ability to fully experience life.
—Henry David Thoreau

The greatest wealth is to live content.
—Plato

It is not how much we have, but how much we enjoy, that makes happiness.
—Charles Spurgeon