Andrea Whitican is a seasoned Financial Advisor and Certified Financial Planner™ (CFP®) professional, a distinction recognized as the gold standard in financial planning. With nearly 20 years of experience, she helps families, professionals, and educators achieve financial independence through objective, holistic strategies that address every stage of life.
As a CFP®, Andrea has met rigorous education, examination, and ethical standards, giving clients confidence that her guidance is comprehensive, transparent, and always in their best interest. Her career has included roles with Chase Bank, MetLife, and MassMutual, and she is licensed across multiple states to provide both insurance and securities solutions.
Known for her client-first philosophy, Andrea works extensively with educators, healthcare professionals, and not-for-profit leaders – many experiencing full-picture planning for the first time. Her collaborative approach helps clients in feeling clarity, confidence, and control over their financial futures.
Based in Indianapolis, Andrea is a wife, mother, and community leader. She enjoys family adventures, Big Ten football (“Go Blue!”), Orange Theory workouts, and serving as Board President and coach for Mudsock Youth Volleyball. Andrea pairs the discipline of CFP® standards with genuine care, making her a trusted guide toward lasting financial success.
