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. 

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


This Office

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