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Josh Whelan, ChFC®, CLU®, CFP®

Member since: Jun 26, 2008
Last activity: 3 weeks ago

Josh's network

  • Betsy Talbot
  • Lance Timmerman
  • carol loe
  • Tyler Johnson
  • Chad Kelderman

Mutual connections

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Josh's associations

Josh hasn't listed any associations or qualifications.

Josh Whelan, ChFC®, CLU...
CERTIFIED FINANCIAL PLANNER™

Pacific Capital Resource Group

Bellevue, Washington 98004

425.641.8788

Categories:

Financial Planner

About Josh

I work with Dentists, as well as other families and business owners, to integrate investment planning, insurance planning and wealth management services on an independent platform into one, well-oiled financial machine. I'm committed to superior service, objective advice and a reliable plan!

Josh's recent activity

Articles by Josh

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Josh's locations

Bellevue, Washington 98004

What Josh needs now

  • Introductions to Dentists who need comprehensive, independent planning or to other professionals who specialize in working with dentists.

    Updated Mar 17, 2009

Josh's activity stats

  • Invited Members Invited 0 members
  • Referrals sent 0 referrals given
  • Referrals received 0 referrals received
  • Biztalk posts 0 Biztalk posts
  • Biztalk comments 0 Biztalk comments
  • Events attended 0 events attended
  • Events hosted 1 event hosted
  • Articles published 0 articles published
  • Sponsorships given 0 sponsorships given (5 remaining)
  • Last activity: 3 weeks ago
  • Profile last updated: Jul 07, 2009
  • Member since: Jun 26, 2008