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Whalen Financial Planning
Whalen Financial Planning is a fee-only financial planning firm in Los Angeles. The planner is a fiduciary paid by clients rather than commissions, holds the...
Overview
Whalen Financial Planning is a fee-only financial planning firm in Los Angeles. The planner is a fiduciary paid by clients rather than commissions, holds the CFP® designation since 2005, and also holds the CTFA designation. The firm helps clients with trust, inheritance, and planned giving decisions.
General information
Firm type
RIA
Year founded
2017
Location
City
Los Angeles
Sector focus
Frequently asked questions
Who runs investment decisions at Whalen Financial Planning?
Based on the firm's name and small-footprint profile, investment decisions are almost certainly centralized under the founding principal. The practice structure — a solo or small-team financial planning firm — concentrates portfolio authority and client relationship management in one lead adviser rather than an investment committee. This is common for independent RIAs of this scale.
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