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
- 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