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Fee-only financial planning in Los Angeles.

How is Whalen Financial Planning Different?



1

Fee-Only

Because Whalen Financial Planning is a fee-only firm, I do not accept commissions. My focus is on providing independent and objective financial advice on an hourly basis that you can follow with confidence.


2

Fiduciary

I am a fiduciary (not all financial advisors are) and therefore I am required by law to serve the best interest of my clients.


3

Experienced

I have held the CFP® (Certified Financial Planner) designation since 2005 and have spent over 20 years providing financial services and analysis.


4

Accessible

There are no minimum income or asset requirements to work with me. You have the flexibility to engage me on a one-time, ongoing, or as-needed basis. 


5

Positive and Supportive

Please know that you do not need to justify past decisions to me. My job is to look at what can be done now and in the future to ensure security and prosperity.

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