Whitsell Financial Partners, LLC

Whitsell Financial Partners, LLC Whitsell Financial Partners is a comprehensive Financial Planning | Retirement & Asset Management | This platform is solely for informational purposes.

Securities offered through LPL Financial, Member FINRA/SIPC www.finra.org and www.sipc.org. Investment advice offered through Western Wealth Management, a registered investment advisor and separate entity from LPL Financial. Western Wealth Management doing business as Whitsell Financial Partners, is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clien

ts where Western Wealth Management its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Western Wealth Management unless a client service agreement is in place. Third-party posts found on this profile don’t reflect the views of LPL Financial and haven’t been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

The financial risks to consider when evaluating self insurance?
09/03/2026

The financial risks to consider when evaluating self insurance?

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

AI & You in 2027
09/02/2026

AI & You in 2027

Attention Estate Executors: Do you know about the Alternate Valuation Date?
09/02/2026

Attention Estate Executors: Do you know about the Alternate Valuation Date?

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date.

This piece presents an overview of fundamental steps to consider when a loved one passes.
09/01/2026

This piece presents an overview of fundamental steps to consider when a loved one passes.

An overview of some fundamental steps when a loved one passes.

Want to test your life insurance knowledge? Take our quiz and find out where you rank.
08/31/2026

Want to test your life insurance knowledge? Take our quiz and find out where you rank.

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

Financial stress is common, affecting sleep, relationships, and overall well-being, but mindfulness and meditation offer...
08/30/2026

Financial stress is common, affecting sleep, relationships, and overall well-being, but mindfulness and meditation offer a path to approaching money decisions with greater calm, clarity, and control.

An article about meditation, mindfulness, and financial well-being.

Committed to increasing your financial literacy? Don't be afraid to ask questions.
08/29/2026

Committed to increasing your financial literacy? Don't be afraid to ask questions.

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Concerned about identity theft? Some things to leave at home.
08/28/2026

Concerned about identity theft? Some things to leave at home.

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.
08/27/2026

Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.

The decision whether to buy or rent a home may have long-term implications.

Where there's a will there's a way. Don't leave your estate unattended—update your documents.
08/26/2026

Where there's a will there's a way. Don't leave your estate unattended—update your documents.

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

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Costa Mesa, CA

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 12pm

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