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Andrea Whitican CFP
®
Financial Planner | Financial Advisor
Investment Advisor Representative
Click Here to Set Up a Meeting or
email me at aWhitican@OTOFinancial.com
I work with many Social Impact Professionals, like educators, healthcare professionals and not-for-profit executives. Often, they have never met with a financial professional to discuss their entire financial pictures and goals. I truly offer a holistic planning approach rooted in providing advice and guidance aimed at clarifying things for my clients. They often leave the process energized. I love that.
Andrea's Top Quote
Why Clients Choose to Work with Andrea
My clients often felt that their prior financial professionals seemed primarily approached things on a transactional basis. In me, those clients have said that they have found a planner totally focused on their needs. As we work through the process, we might discuss one specific financial matter and, in handling that primary concern, other needs surface and are addressed, which typically leaves them feeling relieved. My process is built around meeting the client’s needs and goals, first, last and foremost.
Secrets to her Success
I am committed to my profession, my family and my clients. I put myself in their positions, or consider what I would recommend if they were my sibling, cousin, aunt or uncle. This drives me to constantly deepen and improve my knowledge, seek professional certifications and training, and expand the array of offerings I can present to my clients.
