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Michael Whalen, CFP®

Michael Whalen, CFP®

Senior Financial Advisor

Mike began his career in the financial planning industry working with Ayco in 1993 and joined BCR Financial in 2012. As a Certified Financial Planner® designee, Mike uses his extensive knowledge and experience in comprehensive wealth management to help clients identify and assess their personal and financial goals while simultaneously developing personalized solutions to meet their objectives.

 He has lectured on topics including financial planning, employee benefit optimization and retirement planning. He holds his Series 7, 63 and 65 and is also a licensed life insurance agent.

Mike received his Master of Business Administration from the University of Pittsburgh’s Joseph M. Katz Graduate School of Business, concentrating in finance and marketing. He also obtained his Bachelor of Science from the University of Pittsburgh majoring in applied mathematics with minors in economics and statistics.

Mike resides in Mt. Lebanon with his wife Greer, and their four beautiful children. In his spare time, he enjoys his family, friends, and sports.