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Whitener Wealth Management

Whitener Wealth Management


Whitener Wealth Management's financial review


Whitener Wealth Management information

Whitener Wealth Management provides comprehensive wealth management to clients in the San Diego area. The staff at Whitener Wealth Management, led by Jim Whitener, brings years of experience and a "hands on" approach to financial guidance. Jim is an Accredited Asset Management Specialist (AAMS) with over 14 years of experience assisting clients in making the crucial decisions leading up to the ret...
Whitener Wealth Management provides comprehensive wealth management to clients in the San Diego area. The staff at Whitener Wealth Management, led by Jim Whitener, brings years of experience and a "hands on" approach to financial guidance. Jim is an Accredited Asset Management Specialist (AAMS) with over 14 years of experience assisting clients in making the crucial decisions leading up to the retirement they envision. Mary Ganey has also provided office support to Jim and the firm for over 11 years. Together, they are able to focus on providing personal and meaningful service to their number one priority, their clients.Putting your financial house in order is one of the best gifts you can give your loved ones and yourself. As your financial professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.Securities offered through LPL Financial, Member FINRA/SIPC. FINRA: www.finra.org SIPC: www.sipc.orgThird party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.For a list of states in which we are registered to do business, please visit our website at www.jimwhitener.com.

Whitener Wealth Management industries

Financial planning
Wealth management
Retirement planning
Financial services

Whitener Wealth Management's financial review

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