Whitney Drechsler JD, LLM

Advanced Planning Consultant

Supports advisors in financial planning for their clients, including estate, charitable, and business planning, as well as high-net-worth strategies
Holds a BBA in legal studies from the University of Miami; a JD from Thomas Jefferson School of Law; and an LLM (Master of Laws) in international tax and financial services with a certification in wealth management; is pursuing the CERTIFIED FINANCIAL PLANNER^®certification
Has prior experience as an estate planning attorney in Southern California