Josh Whelan, CFP®

Examiner
DISC Type : sc

Financial Advisor | Founding Partner at Alterra Advisors

Bellevue, Washington, United States

Overview

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.

Personality Overview

Tough To Convince

Late Adopter

Process Oriented

They tend to have clarity about their needs and constraints, and are unlikely to over-promise.  They do not like taking risks at all and go for proven options in the end. Being observant comes to them naturally.

Topics They Care About

Comprehensive Financial Planning
As a CERTIFIED FINANCIAL PLANNER™, he is dedicated to creating personalized, holistic financial strategies to help clients achieve their life goals.
Serving Entrepreneurs
His firm, Alterra Advisors, specializes in providing wealth management for successful entrepreneurs and business owners, an area he is clearly passionate about.
Family Financial Security
His entry into financial planning was driven by a desire to help his own family navigate an uncertain future, a core motivation in his work for clients.

Media Appearances

20 Minutes on the Market – Q2, 2024 (featuring Josh Whelan, CFP®). Featured in Alterra Advisors

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20 Minutes on the Market & Economy – Q4 2023 (featuring Josh Whelan, CFP®). Featured in Alterra Advisors

See Now

Work History

2018
Financial Advisor | Founding Partner at Alterra Advisors
2006 - 2018
CERTIFIED FINANCIAL PLANNER (TM) at The Whelan Group | Part of PCRG

Education

2002 - 2006
Bachelor of Arts (BA) from SBGE at Seattle Pacific University
Education details unavailable from SBGE at Seattle Pacific University

More Information

Social Presence :

Prographics :

Exp : 20 Location : Bellevue, Washington, United States Job Level : N/A Designation : Financial Advisor | Founding Partner at Alterra Advisors
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Insights For Selling To Josh

During A Call Or A Meeting

DO's

  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Be firm in your communication and stay in control
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them

DONT's

  • Don't be very accepting if that is your natural style, stay firm
  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Avoid getting into storytelling mode, especially when they ask specific questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Josh is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Josh

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Josh move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Josh take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Josh

Personality Compatibility


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