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Fee-only financial planning in Los Angeles.

How is Whalen Financial Planning Different?



1

Fee-Only

I am a fee-only financial planner, which means I do not receive commissions. I am paid by clients not insurance companies and brokerage firms.

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.


4

 Trusts & Inheritance

I guide clients through the complexities of trust and inheritance decisions. Drawing on my background as a trust administrator at a national trust company and the insights gained while earning my CTFA (Certified Trust and Fiduciary Advisor) designation, I help clients gain a clearer understanding of their trust, inheritance, and planned giving options.

5

Positive

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 promote security and prosperity.

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