Wells Fargo Advisors, Associate Vice President - Investment Officer - Josh Barrett
As a Financial Advisor, I am dedicated to helping my clients and their families develop an investment strategy that meets their specific needs, goals, and risk tolerance. Whether you are planning your retirement, saving for your children’s or grandchildren’s education, or looking to preserve your wealth, I can help. In addition to helping my clients, I am committed to helping my community. I am an active member of "The Bellingham Bay Rotary Club", “The Northwest Estate Planning Council”, and the “The Bellingham Chamber of Commerce”, as well as being on the board of "Whatcom Sports and Recreation". When I’m away from the office I enjoy spending time with my family, coaching & playing ice hockey, mountain biking, snowboarding, and participating in local community events. My mission is to help each one of my clients plan for a financial future in a way that best meets his or her specific goals. I look forward to extending my services to you and your family. Together, we can discuss financial strategies designed to fit your unique situation. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC. Member SIPC.