Patrick Whalen
Fee only Financial Planner (Principal) @Whalen Financial Planning
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WORK HISTORY
Fee only Financial Planner (Principal) @Whalen Financial Planning
Los Angeles, CA, US
Clients often reach out to me for the first time when they are preparing to make important decisions. Sometimes the focus is on the future, such as when to retire. There may also be issues to address as soon as possible, such as inherited assets received from someone with different investment objectives than you. The seemingly unlimited amount of information that is available to us often adds to the complexity of finding the right path, which is why I am here to help.My specialties include: retirement planning, trusts, inheritance, and investing in a tax sensitive manner. Please see my website for more information.
EDUCATION
USC Marshall School of Business
Bachelor of Science (B.S.), Business Administration with Finance Emphasis
CFA Institute
Passed Level I of the CFA Program
Cannon Financial Institute
Honors Graduate of Cannon Personal Trust Curriculum
ABOUT PATRICK WHALEN
My focus is on providing independent and objective financial advice to individuals and couples. Because I am a fee-only financial planner, you can feel confident that I work in the best interest of clients and not insurance companies or brokerage firms. With me, you will not find a flashy smooth talker. My talent is with my analytical skills and I am driven to share my knowledge and experience with others. I bring over twenty years of experience that include being a financial advisor at Merrill Lynch, a financial educator, and ten years with Fidelity Investments.
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