Maureen Whelan (CFP®, MBA)

Maureen Whelan focuses in the
following client markets or areas of practice:

  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning
  • Women's Financial Planning Issues

NAPFA Start Date

September 14, 2007


This Office

2127 Crompond Road Suite 104C Cortlandt Manor, NY 10567 Phone: (800) 775-8564