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Home > About Us Home

About Us


The staff at Whitaker Financial Services has been providing professional financial and insurance services for over 30 years. At WFS, it’s our business to help you plan ahead. The most important point we make with clients is this: strategy is everything. We offer business owners an alternative to the impersonal treatment they receive from the large brokerage agencies. The benefits programs you invest in affect multiple facets of your business, from company morale, to employee retention, to administrative efficiency, to your bottom line. Turning your benefits program from a drain on your company’s bottom line into an asset that contributes to your company’s profitability requires the following:

  • Strategic planning
  • Proactive service
  • Effective communication
  • Web-based technology

Whitaker Financial Services utilizes each of these components to design a benefits strategy that fits your employees’ needs, that is effectively communicated and administered, and that is viewed as a valuable part of your employees’ compensation.

When you put Whitaker Financial Services to work for you, our entire staff becomes a part of your team. We focus on working with employers on the full spectrum of benefits services, including:

  • Day-to-day benefits administration
  • Alternative funding options
  • Flexible spending accounts
  • COBRA administration
  • Identifying industry trends
  • Employee communication
  • Employee meetings

When you team up with Whitaker Financial Services, you have a proactive resource with the knowledge and experience necessary to keep you and your human resource people in the pilot’s seat - responding more and reacting less to the changes and complexities of benefits administration.

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  • 1276 Lincoln Avenue, Suite 202
  • San Jose, CA 95125
  • (408) 286-3000
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*Patrick Whitaker offers products and services using the following business names: Whitaker Financial Services - insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC - securities and investments. AIC is not affiliated with Whitaker Financial Services or any other entity mentioned herein.

Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.