Broker Check
Whitney Bullock, CWS®LPL Registered Principal

Whitney Bullock, CWS®
LPL Registered Principal

CA Insurance License #0D94440 Manager, Financial Planning

As the Manager of Financial Planning at Kinecta Wealth Management, I work with our advisors to provide comprehensive financial planning to our clients. With over 23 years of experience in the financial services industry, I have dedicated my career to helping individuals and families pursue their financial goals and help preserve their future.

Throughout my professional journey, I have obtained various securities licenses, my California Insurance License, and the esteemed Certified Wealth Strategist (CWS®) certification. These credentials allow me to provide a wide range of financial services and experience to valued clients. Before beginning my career, I attended the University of North Carolina at Wilmington, where I acquired a solid foundation in financial knowledge and principles.

I genuinely enjoy the planning process and take pride in assisting clients with defining and achieving the life goals that are important to them and their families. By providing comprehensive financial planning, I offer a visual roadmap allowing clients to picture their financial goals and develop a path to live their best lives. A collaborative approach is essential to my work, as I believe combining the experience of our clients and our Financial Advisors leads to the most effective and tailored financial strategies. By working closely with clients, we can create customized plans that align with their unique circumstances and aspirations.

With a young adult daughter at home, it is important for me to show her the value of hard work and the importance of planning for a sound financial future. In leading by example, I hope to instill in her the principles of financial responsibility and the rewards of a fulfilling career. During my free time, I find joy in cooking, spending quality time with my family and indulging in the art of salsa dancing. Staying active and healthy is essential to me, and I prioritize regular workouts. I seek solace and serenity whenever possible by spending time on the water.

Registrations held through LPL Financial: 7, 24, 53, 63 and 66.