A Wealth Advisor and designated C(k)P® plan advisor, Whitney works in conjunction with the advisors at The Reserve to help individuals and business owners accumulate, manage, and conserve their wealth today and for generations to come.
Throughout every step of the relationship, Whitney’s mission is to assist in making the client’s financial lives simpler.
- Each initial meet and greet is focused on getting to know the client’s goals and financial aspirations. She then works with The Reserve advisors to build a path working toward those goals.
- Service and education go hand in hand. Whitney works with The Reserve advisors to deliver clear and continual communication and ongoing education for clients and their employees. The better a plan participant understands the dynamics of their plan, the more engaged they will be to participate in their financial growth.
- Due diligence. Not just in consideration of plan document filings but on a personal level, assisting the advisor who acts in a co-fiduciary capacity on advisory plans to their clients.
Whitney prides herself on her ability to build and maintain trusting, long-term relationships while continuing to stay on top of industry trends. She holds the AIF® designation which she received after passing rigorous experience, education, code of ethics and conduct standards. She also holds the CPFA certification, which is earned after demonstrating experience working with retirement plans.
Whitney resides in Huntington Beach with her partner, Trey and their adorable Staffordshire Bull Terrier, Nash. She is an active donor with the American Red Cross and enjoys hiking, surfing, scuba diving and traveling.
CA Insurance License #0N07605