Alterra - Amber Walsh

Meet Josh, CMO, Financial Advisor, and Partner

Josh Whelan

  • CFP®, CLU®, ChFC®
  • CMO | Financial Advisor | Partner


  • 425.749.3300

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.

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

It’s time to unlock your wealth’s potential.