Whalen Financial Planning

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13101 W Washington Blvd Ste 237
Los Angeles, CA 90066
+1 (424) 258-4398
https://www.whalenfinancialplanning.com

Whalen Financial Planning is a fee-only financial planning firm based in Los Angeles, CA, committed to serving the best interests of its clients without the influence of commissions from insurance companies or brokerage firms. With a focus on fiduciary responsibility, the firm offers a range of services, including financial planning, investment management, and guidance on trusts and inheritance decisions.

Founded by Patrick S. Whalen, a certified financial planner and certified trust and fiduciary advisor, the firm leverages extensive experience in trust administration to provide clients with clear insights into their financial options. Whalen Financial Planning emphasizes a positive approach, focusing on future opportunities for security and prosperity without judgment on past decisions.

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United States›California›Los Angeles›Whalen Financial Planning