Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erin? Claim Your ProfileErin Michael Whalen is a registered Investment Advisor Representative at Opes Wealth Management, LLC. Erin is registered with the state of California and has been in the industry since August of 2011. Erin is located at the Menlo Park, California branch office of Opes Wealth Management, LLC. Erin specializes in providing financial planning, selection of other advisors, and portfolio management for individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
01/09/2019 - Present
Opes Wealth Management, LLC (MENLO PARK CA)
IA
Issued 09/30/2004
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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