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: retirement planning, pre-retirement planning, trusts, inheritance and investment management. Investment advice can be provided on an hourly basis, or if you wish I can provide ongoing investment management.

One of the unique benefits of working with me is my experience and education with revocable and irrevocable trusts. Earlier in my career, I spent almost seven years working for Fidelity Personal Trust Company and during this time earned the CTFA (Certified Trust and Financial Advisor) designation on top of my existing CFP® designation. I am able to use my knowledge to better serve clients who are trustees or are inheriting assets.

Additional Information

I established Whalen Financial Planning as a fee-only firm because of the value I place on providing independent and objective financial advice. With me, you will not find a flashy smooth talker. My talent is with my analytical skills and I am driven to share my knowledge and experience with others.

Clients often reach out to me for the first time when they are preparing to make important decisions. Sometimes the focus is on the future, such as when to retire. There may also be choices to address as soon as possible, such as an investment allocation that no longer matches your goals or assets that were inherited from someone with different investment objectives than you. The seemingly unlimited amount of information that we have available to us often adds to the complexity of finding the right path, which is why I am here to help.

I bring over twenty years of finance experience that includes being a financial advisor at Merrill Lynch, a financial educator, and ten years with Fidelity Investments.

Certifications and Academic Credentials:

  • CFP® professional since 2005

  • CTFA (Certified Trust and Financial 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. 


To schedule a phone call with me, please use 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