Broker Check
Whitney Drechsler, JD, LLM, CFP®

Whitney Drechsler, JD, LLM, CFP®

Advanced Planning Consultant

  • Supports advisors in financial planning for their clients, including estate, charitable, and business planning, as well as high-net-worth strategies
  • Holds the CERTIFIED FINANCIAL PLANNER™ professional certification
  • Earned a BBA in legal studies from the University of Miami, a JD from Thomas Jefferson School of Law, and an LLM (Master of Laws) in international tax and financial services with a certification in wealth management
  • Has prior experience as an estate planning attorney in Southern California