Josh Betts Cfa, Cfp®

Josh Betts Cfa, Cfp® Email and Phone Number

Founder | CEO | Managing Partner at Aletheian Wealth Advisors @ Aletheian Wealth Advisors
bellevue, washington, united states
Josh Betts Cfa, Cfp®'s Location
Bellevue, Washington, United States, United States
Josh Betts Cfa, Cfp®'s Contact Details

Josh Betts Cfa, Cfp® personal email

n/a

Josh Betts Cfa, Cfp® phone numbers

About Josh Betts Cfa, Cfp®

Josh Betts Cfa, Cfp® is a Founder | CEO | Managing Partner at Aletheian Wealth Advisors at Aletheian Wealth Advisors. He possess expertise in investments, etfs, portfolio management, asset management, equities and 9 more skills.

Josh Betts Cfa, Cfp®'s Current Company Details
Aletheian Wealth Advisors

Aletheian Wealth Advisors

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Founder | CEO | Managing Partner at Aletheian Wealth Advisors
bellevue, washington, united states
Employees:
7
Josh Betts Cfa, Cfp® Work Experience Details
  • Aletheian Wealth Advisors
    Founder | Ceo | Managing Partner
    Aletheian Wealth Advisors May 2019 - Present
    Bellevue, Wa
    Aletheian means "Truth and transparency." We guide successful families with multi-generational complexity to create lasting legacies.Aletheian Wealth Advisors puts you first, always. We are a fee-only multi-family office model that serves as a true fiduciary. You will benefit from the highest level of personal service, advanced wealth planning, and intelligent investment management.We help clients conceptualize the notion of a “family enterprise,” and guide you to create a… Show more Aletheian means "Truth and transparency." We guide successful families with multi-generational complexity to create lasting legacies.Aletheian Wealth Advisors puts you first, always. We are a fee-only multi-family office model that serves as a true fiduciary. You will benefit from the highest level of personal service, advanced wealth planning, and intelligent investment management.We help clients conceptualize the notion of a “family enterprise,” and guide you to create a lasting legacy that defines your personal values, mission, and vision for coming generations. We take your complexity and stress, replacing it with clarity, confidence, and peace of mind. Show less
  • Cornerstone Advisors, Inc.
    Managing Director, Client Management
    Cornerstone Advisors, Inc. 2016 - 2019
    Bellevue, Wa
  • Windhaven Investment Management | Charles Schwab
    Managing Director & Senior Financial Consultant
    Windhaven Investment Management | Charles Schwab 2014 - 2016
    Bellevue, Wa
  • Invesco Powershares
    Vp, Senior Portfolio Manager
    Invesco Powershares 2008 - 2014
    Wheaton, Il
  • Claymore Securities (Now Guggenheim Investments)
    Regional Vice President - Etfs
    Claymore Securities (Now Guggenheim Investments) 2007 - 2008
    Bellevue, Wa
  • Invesco Powershares
    Portfolio Consultant - Etfs
    Invesco Powershares 2006 - 2007
    Wheaton, Il
  • College Church In Wheaton
    Senior High Pastor
    College Church In Wheaton 2003 - 2005
    Wheaton, Il

Josh Betts Cfa, Cfp® Skills

Investments Etfs Portfolio Management Asset Management Equities Asset Allocation Financial Markets Investment Management Investment Strategies Investment Advisory Fixed Income Wealth Management Trading Derivatives

Josh Betts Cfa, Cfp® Education Details

Frequently Asked Questions about Josh Betts Cfa, Cfp®

What company does Josh Betts Cfa, Cfp® work for?

Josh Betts Cfa, Cfp® works for Aletheian Wealth Advisors

What is Josh Betts Cfa, Cfp®'s role at the current company?

Josh Betts Cfa, Cfp®'s current role is Founder | CEO | Managing Partner at Aletheian Wealth Advisors.

What is Josh Betts Cfa, Cfp®'s email address?

Josh Betts Cfa, Cfp®'s email address is jo****@****ond.com

What is Josh Betts Cfa, Cfp®'s direct phone number?

Josh Betts Cfa, Cfp®'s direct phone number is +142545*****

What schools did Josh Betts Cfa, Cfp® attend?

Josh Betts Cfa, Cfp® attended Oregon State University, Moody Bible Institute.

What are some of Josh Betts Cfa, Cfp®'s interests?

Josh Betts Cfa, Cfp® has interest in Coaching Youth Basketball And Soccer, Social Services, Being Active In Our Local Church, Golf, Travel, Financial Markets.

What skills is Josh Betts Cfa, Cfp® known for?

Josh Betts Cfa, Cfp® has skills like Investments, Etfs, Portfolio Management, Asset Management, Equities, Asset Allocation, Financial Markets, Investment Management, Investment Strategies, Investment Advisory, Fixed Income, Wealth Management.

Who are Josh Betts Cfa, Cfp®'s colleagues?

Josh Betts Cfa, Cfp®'s colleagues are Cameron Van Winkle, Kevin Erwert Cfp®, Steve Kleyn, Cfa, Caia, Cipm, Sylvia Gilmore, R.t. Siegel Ctfa, Cima®, Cfp®, Olivia Betts.

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