Dorothy Whitman

Dorothy Whitman

Financial Advisor
Bellingham, Wa.

Office: 360-671-7891
E-mail:
 

Raised in San Jose California, or locations near-by, and graduated from Oak Grove High School with full CA State Scholarship, President of High School, on award winning Debate Team, chaired Model United Nations, Editor of Yearbook and Newspaper.

Obtained BA at San Jose State University, with English honors and Phi Cappa Phi, as well as staff of poetry magazine. Won Shakespeare award and Poetry Writing Award at graduation.

Bought first business after moving to Alaska and subsequently owned three Bakeries/Bagel shops with retail and wholesale. Managed staff up to 25. After returning to San Jose I again owned bakeries with several locations and both wholesale and farmer’s markets. Throw four kids in there and a side of divorce. My bakeries always donated to food banks and that’s important to me.

I decided to find a business with a stronger financial potential and became a Financial Advisor after an aptitude test. I’d been dabbling in stocks for myself since I was 18 and had a natural understanding of budgeting, book-keeping and investing as well as the challenges faced by small businesses. I was an Advisor with Ameriprise Financial for over 10 years, with Principal Financial for a year (during Covid) and Allstate Financial for over 2 years after relocating from San Jose California. This vocation satisfies my ability to solve problems and make sure my clients are Confidently prepared for whatever their future brings.

I paint, write, sculpt, build Lego and sew. I usually have some kind of creative project going. I love to read, hike, garden, practice Akido and do yoga. After a stint off the grid, I moved here as a way to escape San Jose congestion, be in an environment closer to the cooler weather with gorgeous countryside and my son.

I have served as the president of a homeowner’s association, a position of marketing with a chamber of commerce, as an event planner, on the board of a non-profit and founder and president of a business referral group as well as current membership in Bellingham Rotary. I really enjoy working toward goals and providing frameworks to achieve them. I am a good negotiator and have studied Emotional Intelligence extensively.

17 YEARS IN BUSINESS

OVER 150 YEARS COMBINED EXPERIENCE

300 M ASSETS UNDER MANAGEMENT

 
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Check the background of this financial professional on FINRA's BrokerCheck