Broker Check
Whitney Figueroa, BFA™

Whitney Figueroa, BFA™

Wealth Manager & Financial Planning Specialist

Whitney Figueroa has been dedicated to serving her community through social services for the past 10 years. She has a distinctive skill set with a value-based approach. As a Financial Advisor she focuses on purpose-driven, comprehensive planning in order to assist her clients and their families meet their short and long-term goals and plan for the uncertainty of life.

Whitney recognizes the importance of assisting clients in making well-informed and emotionally competent decisions. She has differentiated herself by obtaining the BFA™ designation which further allows Whitney to deliver financial services that ensure your values, goals and investing behavior are all aligned. Her overall objective as an advisor is to empower her community by providing ongoing financial literacy education and creating stress-free access to wealth management services.

As a Financial Advisor, Whitney has obtained the Series 7 and 66 securities licenses in addition to life and health insurance licenses. Prior to her affiliation with Osaic, Whitney was the Director of Social Services providing access to community and financial resources for her clients.

Whitney is from New Hampshire, however now lives in New Jersey with her husband. When outside of work she enjoys spending her days at the beach reading a good book. She obtained her undergrad degree from Salve Regina University in Rhode Island and her Master’s degree from Columbia University in NYC.