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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

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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

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