Plan Manager

Lee Whistler has many years of experience in finance including:

27 years as a Registered Investment Advisor, pioneering in Asset Allocation, 401K plans, and computer assisted securities investing

Paralegal for Wills, Trusts and Estates

Tax Shelter specialist for CPAs and Continuing Professional Education instructor for California CPAs

Representative for multiple lines of personal and commercial insurance: property, liability, auto, fleet, packages

Representative for life, health and disability insurance

Wholesale distributor for mutual funds and variable annuities

Retirement plan design, funding, management and administration: IRA, 401K, Pension, Profit Sharing

Benefit plan manager for a large hospital

Securities broker

California credentialed adult education instructor of courses in Money Management and Planning for Retirement

Residential real estate investor

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