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Independent Financial Professional
About Whitney


Whitney P. Stricklin has been in the financial industry since September 2001 and a Certified Financial Planner since September 2007. He focuses on financial planning and consultation, primarily working with individuals on asset management, investments and protection.

His financial planning model is fully integrated, building client relationships with professionals, organizations and individuals based on mutual trust, understanding and benefits.

He has served on several board of director's previously, including the Tri-County YMCA and Jefferson-Whitney Foundation. Whitney is currently serving on the Surprise Valley Youth Camp Board of Directors and the Ignite Athletics Board of Directors. 


Whitney graduated in 2001 from West Virginia State University with a Bachelor of Science in Business Administration and a Bachelor of Arts in Economics. He was a catcher for the baseball team, but after a knee injury he became Sports Information Assistant in charge of Baseball.

Achievements: Licenses Held

  • Certified Financial Planner™
  • Series 6- Investment Company and Variable Contracts Products Representative
  • Series 63- Uniform Securities Agent State Law
  • Series 7- Full Registration/General Securities Representative
  • Series 65- Uniform Investment Advisor Law
  • Life, Accident/Health Insurance licenses in the states of KY, MI, NC, OH, SC, TN, VA, WV
  • Securities licenses in the states of AL, IN, KY, MD, MI, OH, PA, SC, TN, VA, WV

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