Financial Planning Professionals

The Whale Foundation has established links with financial planning professionals.

Andrew M. Lewis, CMFC
Financial Consultant
Willamette Financial Group, LLC
5100 SW Macadam, Suite 525
Portland, OR 97239
(866)645-9329 x105 or

David N. Shore, ChFC
Marin Financial Advisors
101 Larkspur Landing Circle Suite 227
Larkspur, CA 94939 – not current, need to update address info
(415) 925-1212

Ted Dwyer, CFP
Dwyer Financial
2615 N Fourth Street Suite 5
Flagstaff, AZ 86004
(928) 774-7679
Toll Free (800) 474-7679

The Whale Foundation cannot be responsible for the advice given or received. All assumed growth rates and investment returns are for illustration purposes only and are not intended to represent the actual future performance or growth of any specific investment or asset. Please remember that you are under no obligation to act on any recommendation set forth in this article.

Index Fund Advisors –
The Motley Fool –