Mike JoslinMike Joslin, CIMA®, CPA, PFS®
Partner, Managing Director

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As the Partner and Managing Director of the Beacon Pointe Redmond office, Mike is passionate about investing and people, and the incredible impact that smart financial decisions can have on the lives of others. Whether it be prudent portfolio design and management, retirement planning, family wealth planning, or simply getting a financial house in order – Mike can assist with it all. Formerly a CPA, Mike switched realms and became a financial advisor in 1986, before starting his own firm in 1999, Joslin Capital. During his time at Joslin Capital, Mike was listed by Medical Economics Magazine as one of the top 150 financial advisors helping doctors in the United States. Fast forward nearly two and a half decades later, Joslin Capital merged with Beacon Pointe Advisors in 2024. Mike earned his Bachelor of Arts in accounting from the University of Washington and holds the Certified Public Accountant (CPA), Personal Financial Specialist™ (PFS®), and Certified Investment Management Analyst™ (CIMA®) designations. When Mike isn’t busy tending to his active memberships at the 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), and the Estate Planning Council of Seattle, you can find Mike skiing with his family, playing tennis, swimming, or improvising jazz solos with his collection of trumpets and flugelhorn.


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