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
Website:
aletheianadvisors.com
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
    View
  • Cornerstone Advisors, Inc.
    Managing Director, Client Management
    Cornerstone Advisors, Inc. 2016 - 2019
    Bellevue, Wa
    View
  • Windhaven Investment Management | Charles Schwab
    Managing Director & Senior Financial Consultant
    Windhaven Investment Management | Charles Schwab 2014 - 2016
    Bellevue, Wa
    View
  • Invesco Powershares
    Vp, Senior Portfolio Manager
    Invesco Powershares 2008 - 2014
    Wheaton, Il
    View
  • Claymore Securities (Now Guggenheim Investments)
    Regional Vice President - Etfs
    Claymore Securities (Now Guggenheim Investments) 2007 - 2008
    Bellevue, Wa
    View
  • Invesco Powershares
    Portfolio Consultant - Etfs
    Invesco Powershares 2006 - 2007
    Wheaton, Il
    View
  • College Church In Wheaton
    Senior High Pastor
    College Church In Wheaton 2003 - 2005
    Wheaton, Il
    View

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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