Whalen Financial Planning is a Los Angeles fee-only financial planning firm led by Patrick S. Whalen, CFP®, CTFA. The firm provides independent, objective financial advice on a fiduciary basis, with a stated commitment to serving clients’ best interests. Because it is fee-only, it does not receive commissions from insurance companies or brokerage firms; clients pay for its services directly. Patrick Whalen has held the Certified Financial Planner designation since 2005 and brings experience as a trust administrator at a national trust company.

Services include financial planning consultations, investment guidance, and plan updates, as well as support with trusts and inheritance decisions. The firm helps clients understand trust, inheritance, and planned giving options, and offers information on topics such as revocable living trusts and investment tax strategies. Its approach focuses on practical steps clients can take now and in the future to promote financial security and prosperity, without asking them to justify past decisions.