Whalen Financial Planning
I focus on working with clients for whom a revocable trust, irrevocable trust, or inheritance is a major component of their financial life or responsibilities. I use my experience and knowledge to provide comprehensive financial planning, one-time consultations, and investment advice.
I developed my knowledge of trusts and inheritance while serving as a trust administrator and later as a trust implementation manager for the trust department of a large investment company. My role is to listen, understand your needs, and then work with you to create a strategy for achieving your goals. With me, you will not find a flashy smooth talker. My talent is with my analytical skills and I am driven to share my expertise and experience with others.
Certifications and Academic Credentials:
CFP® professional since 2005
CTFA (Certified Trust and Fiduciary Advisor)
Graduated with honors from the Marshall School of Business at USC
Graduated with honors from Cannon Financial Institute Trust School
To learn more, please visit my website using the link below.