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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

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.

https://whalenfinancialplanning.com/ 

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.

https://whalenfinancialplanning.com/ 

NAPFA Start Date

January 15, 2020

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

13101 W Washington Blvd Ste 237 Los Angeles, CA 90066-8128 Phone: (424) 258-4398
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