As a Financial Advisor at Whitener Financial, I provide holistic planning and assistance to help clients pursue their financial goals. With over 16 years of experience in the financial services industry, I specialize in having in-depth conversations about clients' finances, existing investments, tolerance for investing risk and finding both their short-and-long-term goals. Prior to my role as a Financial Advisor, I worked in the retail banking industry, gaining valuable insights into personal and business finance. Throughout my career, I have obtained the Series 7 and 66 securities licenses (held with LPL), as well as the Certified Plan Fiduciary Advisor (CPFA) designation and a license for insurance. I earned my undergraduate degree from Southern Illinois University and my graduate degree from New York University.
What motivates me the most is knowing that each client trusts me with their financial future and their family's well-being. It is a responsibility I treasure and one that keeps me motivated over the long term. I find immense satisfaction in helping people organize their financial lives and allowing them to focus on what matters most to them. To me, the greatest value I can provide for my clients is my experience, helping them feel comfortable and confident in their financial futures.
Originally from Tainan, Taiwan, I now reside in Bellingham, Washington with my husband and our two daughters. Since both my girls are in competitive swimming, I am involved with and volunteer at the Bellingham Bay Swim Team with many different roles. I also actively participate in many cultural events at Mei-Hua Chinese School and Northwest Chinese Association. These community engagements allow me to build connections and develop relationships. In addition to my involvement in the community, I am dedicated to helping women, minorities, and immigrants with their finances. I understand the unique challenges and opportunities that they may face, and I strive to provide tailored financial guidance and support to empower them on their journey towards financial success.
During my free time, I enjoy traveling to explore places around the world, watching and cheering on my girls during their swim meets, and cooking and sharing meals with loved ones and friends.