Welcome to the National Academy Of Best-Selling Authors®

Jim Whitener

Jim Whitener, Registered Principal at LPL Financial and President of Whitener Wealth Management of La Mesa, California, possesses a depth of investment knowledge that can only come from years of experience in the Financial Services industry. Serving his clients since 1998, he has earned the prestigious designation of Accredited Asset Management Specialist (AAMS®) with training in asset management; risk, return and investment performance; asset allocation and investment selection; investment strategies; and deferred compensation and other benefit plans. Jim’s unrelenting dedication to provide his clients with quality, ethical services led him to become an independent financial advisor. He is devoted to helping his clients create financial stability and confidence in their investment decisions. He is under no pressure to promote certain financial products or to meet any kind of sales quotas. He is able to offer his clients truly unbiased advice and is free to search the marketplace for whatever insurance and investment products best serve his clients’ needs. Jim’s dedication to his clients’ best interests has not gone unnoticed. He is a fourtime winner of the prestigious “Five Star Wealth Manager” designation by San Diego Magazine. To earn this award, wealth managers are rated by their customers in regard to service, integrity, knowledge, value for fees charged, quality of recommendations and overall satisfaction. For more information about the award visit www.fivestarprofessional.com/wmresearch. Because of his expertise in the financial services industry, numerous professionals have sought out his counsel to help them become established in their business or to take their business to the next level. He has been chosen as a mentor by many individuals who have benefited from his extensive knowledge and accomplishments. Jim has also appeared on San Diego’s local television channel 6 during the “San Diego Living” segments where he addressed financial issues of interest to the viewing audience. Originating from Florida, Jim has been a California resident since 1982 and lives in San Diego with his wife, two lovely daughters and a son. Additional information about Jim Whitener and LPL Financial can be found at: www.jimwhitener.com or by calling his office at: 877-574-8295.