Whalen Financial Planning
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.
Certifications and Academic Credentials:
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CFP® professional since 2005
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CTFA (Certified Trust and Fiduciary Advisor)
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Graduated with honors from the Marshall School of Business at USC
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Graduated with honors from Cannon Financial Institute Trust School
To learn more, please visit my website using the link below.
https://whalenfinancialplanning.com/
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