Brian Whitaker
Partner - Northern Lights Advisors
- Role
- Partner and Director of High Net Worth Advisory at Northern Lights Advisors Inc.
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About Brian Whitaker
CFP, Trust Officer and Client Advisor with over 31 years experience in the financial…
Experience
Partner and Director of High Net Worth Advisory
Sep 2025 — Present · Seattle, WA, US
Northern Lights Advisors is a fiduciary, fee-only Registered Investment Advisor (RIA) firm that serves high-earning technology and other professionals in the Seattle area. My expertise enhances Northern Lights Advisors’ ability to guide families, individuals, and business owners through the complexities of wealth with thoughtful, integrated planning.
Education
North Park University
BA, Economics
1986 — 1989
Skills
- Elder Care Planning
- Management
- Portfolio Management
- Financial Services
- Financial Analysis
- Financial Planning
- Philanthropy
- Wealth Management
- Wealth
- Finance
- Strategy
- Asset Allocation
- Financial Planners
- Retirement Planning
- Securities
- Strategic Planning
- Financial Advisory
- Estate Planning
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