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Whitney S

CFP®, Series 63, Series 65

Scott Depot, WV

Money Concepts Capital Corp

Whitney Stricklin is a CFP® with 24 years of industry experience, currently serving as an advisor at Money Concepts Capital Corp since 2015. She is the managing member and owner of WPS, LLC, a health and Medicare consulting business, and also manages ACME Properties, LLC. Stricklin is involved in community organizations as a board member and director for Surprise Valley Youth Camp and Ignite Athletics. Money Concepts Capital Corp is an enterprise firm with approximately 431 advisors managing about $3.33 billion for nearly 14,700 clients. The firm offers portfolio management, financial planning, and consulting services using a variety of managed programs and investment strategies tailored to individuals, retirement plans, trusts, and organizations.

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
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