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Whitney L. Willis, CFP®, CAIA®, CSSCS

Whitney L. Willis, CFP®, CAIA®, CSSCS

Co-Founder | Financial Consultant

Whitney L. Willis, CFP®, CAIA is a Registered Representative and Advisory Associate of Cetera Advisor Networks LLC, a full-service Broker/Dealer and Registered Investment Advisor, member FINRA/SIPC. Whitney received a Bachelor of Science degree from the University of Oregon in 2008 majoring in Anthropology and minoring in Business Administration, and became a CERTIFIED FINANCIAL PLANNER™ professional in 2016. She earned the Chartered Alternative Investments Analyst (CAIA®) designation in 2012 and additionally has the Certified in Social Security Claiming Strategies (CSSCS) designation.  Whitney holds the Series 7 and 66 registrations, as well as Life, Health, Disability, and Variable Contract insurance licenses.  

With over 15 years of experience in the financial industry, Whitney brings a unique knowledge in alternative investment strategies due to her prior experience in the Alternative Investments department at Bank of America/Merrill Lynch in New York, NY. During her time in New York, she provided ongoing sales support on Hedge Funds, Managed Futures, Private Equity, and Real Assets to the Latin America and US Regions, including their Private Banking Investment Group and U.S. Trust channels. Whitney partnered with her father, Christopher L. Willis, CFP®, AIF®, in 2013 to provide full wealth management and customized financial planning solutions to their clients.

Whitney volunteers on the Investment Committee for a nationally recognized non-profit organization and assists with the long-range planning of the Foundation’s assets. She and her husband reside locally in Sierra Madre, CA with their two children. They enjoy spending time with their families and friends, attending USC and Oregon football games, and traveling both locally and internationally. Whitney has a passion for photography and travel, and some of her photos can be found on their website.