Joshua B. Whelan, CLU, ChFC, CFP*

Joshua B. Whelan, CLU, ChFC, CFP*

Certified Financial Planner™

Phone: (425) 641-8788 ext. 260
Fax: (425) 641-8778
E-mail:

Joshua B. Whelan serves as a financial advisor with Pacific Capital Resource Group, Inc. in Bellevue. The advisors of Pacific Capital take pride in their ability to work with corporate, individual and family clients alike in providing quality advice, effective implementation, and lifelong service.
 
As an advisor dedicated to the highest ethical standards, Josh provides clients with financial services covering many aspects of life, including risk management, retirement planning college funding, estate planning, asset allocation, and business planning. He meets with clients personally to discuss and review their goals and objectives. He then works with a team of advisors and specialists to most accurately analyze and interpret those objectives to provide each client with a strategy that uniquely serves his or her short and long term goals.  Securities and investment advisory services offered exclusively through HTK.
 
Josh is able to provide lifelong service by continuing to meet with his clients as time goes on, maintaining a long term relationship. He regularly monitors each plan and strategies and, when meeting with each client, reviews his or her situation to keep up to date. This helps create a trusted bond between Josh and his clients and ensures that each client’s strategy remains consistent with changing goals, objectives and circumstances. 
 
Josh holds Washington State Life and Disability Insurance licenses. He graduated magna cum laude from Seattle Pacific University with a Bachelor’s degree in Business Administration with a concentration in Finance. While attending SPU, Josh was a member of beta gamma sigma, an honor society focused on the study of business.
 
Josh currently resides with his wife, Jenny, and his daughter, Audrey in Seattle. He is a member of Mars Hill Church in Ballard and also enjoys skiing, guitar, golf and tennis.