Josh Hummel, President of Soundview Financial Group, has 16 years of investment management experience. He brings enduring values and a deep commitment to his clients and their financial well being. In his work, he specializes in generating efficient retirement income through properly diversified investment accounts. These retirement portfolios are also established and monitored to be in accordance with the estate planning needs of his clients. His general practice also serves long term growth investors, high net worth individuals, business retirement plans, and a variety of insurance needs. Regularly scheduled account reviews keep you involved and aware of your financial progress.
As a native Washingtonian, Josh grew up in the foothills of Mount Rainier and earned his bachelor's degree in Finance from Western Washington University. Post graduation, he followed in the footsteps of his father and grandfather becoming a third generation banker. He began his career as a financial advisor, working for Washington Mutual's Investment arm, WM Financial Services. Today, he's an independent financial advisor and business owner. He holds his Series 7, 63, 65 through Osaic Wealth along with his life and annuity insurance licenses. Today, between work and family, he enjoys tackling the mountains and is a an avid skier, hiker, mountain biker, and outdoors enthusiast.