With over 20 years of experience in the financial services industry, Wesley Whamond, MBA, CFP®, is a financial advisor focused on providing a comprehensive goals-based approach tailored to the specific needs of his clients. Wes has in-depth expertise in portfolio reviews, financial planning and financial education. He works with clients from all backgrounds, assisting them with their financial planning needs.
Service Areas
- Wealth Management, Sikich Financial
Education
- Bachelor of Science, Finance, North Central College
- Master of Business Administration, North Central College
- Certified Financial Planner (CFP®)
- Financial Industry Regulatory Authority (FINRA) Series: 7, 24, 63, 66
Investment advisory services offered through Sikich Financial, a Registered Investment Advisor.
