Mike Joslin CIMA, CPA/PFS

CEO and Senior Client Advisor

Mike in three words:

Passionate. Driven. Inspiring.

Mike is the founder and CEO of Joslin Capital Advisors, LLC. He is absolutely passionate about investing. He is just as passionate about people and the incredible impact smart financial decisions can have on their lives. When he saw that he could marry the two, he left a successful career as a CPA in 1986 to become a financial advisor, eventually creating his own firm in 1999. At Joslin Capital, Mike leads our efforts to give people the future they’ve always dreamed of. With his vast knowledge of investing and his deep desire to keep learning more, he gives our clients smart financial advice.

It is well known that Mike goes the extra mile for our clients, probably because he considers them family. He really is on their side. Whether it be prudent portfolio design and management, retirement planning, family wealth planning, or simply getting a financial house in order – when it comes to clients, Mike doesn’t hold back.

As company founder, Mike has built a culture based on trust, integrity, respect and the Golden Rule. At Joslin, these values will never go out of style. His honest, straight-talk helps our clients see the financial forest through the trees. Mike leads our Investment Policy Committee.

Away from the office, Mike likes to ski with his family and is always looking for deep, light powder. He also plays tennis, swims, and loves improvising jazz solos on his collection of trumpets and flugelhorn.

Education

  • BA Accounting, University of Washington

Credentials

  • Certified Public Accountant • CPA
  • Personal Financial Specialist • PFS
  • Certified Investment Management Analyst • CIMA

Memberships

  • American Institute of
    Certified Public Accountants
  • Washington Society of Certified Public Accountants
  • Financial Planning Association
  • Investments and Wealth Institute
  • East King County Estate Planning Council (past president)
  • Estate Planning Council of Seattle

Our Team

Insights

Get in touch

425.688.0555  info@joslincaptial.com

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Joslin Capital Advisors, LLC
411 108th Ave NE, Suite 2080
Bellevue, WA 98004
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Securities and Advisory Services offered, in states where licensed, exclusively through Joslin Capital Advisors, LLC, an SEC Registered Investment Advisor. We may only offer services in states in which we have been properly registered or are exempt from registration. Therefore some of the services mentioned may not be available in your state, and if not, the information is not intended for you.

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