Josh Whelan, CFP®
Login to view DISC.Josh Whelan is a Founding Partner and CERTIFIED FINANCIAL PLANNER™ at Alterra Advisors, where he provides personalized wealth management. A graduate of Seattle Pacific University, he views his profession as a calling to serve others, helping clients use their wealth to enjoy life, provide for loved ones, and support causes they care about.
Outside of work, Josh is a dedicated family man who enjoys date nights with his wife, Jenny, and adventures with their three children. A native of the Pacific Northwest, he is a CrossFit enthusiast, a lifelong musician, and an active member of his church, embodying a balanced life of professional dedication and personal passions.
His career path was personally motivated; he switched from studying marriage counseling to financial planning after his father was diagnosed with multiple sclerosis.
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DISC profile (public)
DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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