Patrick Whalen (CFP®, CTFA)

Patrick Whalen focuses in the
following client markets or areas of practice:
- AUM
- Estate & Generational Planning Issues
- Hourly
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Retirement Plan Investment Advice
- AUM
- Estate & Generational Planning Issues
- Hourly
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Retirement Plan Investment Advice
Planning Specialties
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.To learn more, please visit my website using the link below.
Additional Information
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.
NAPFA Start Date
January 15, 2020