Haley Kirk Dahl

Vice President, Client Advisor

Newport Beach, CA

Haley is a Vice President, Client Advisor in Whittier Trust’s Orange County office. Haley develops and maintains relationships with clients and their existing team of professional advisors to provide seamless service in the areas of wealth management, philanthropy, family continuity, estate planning and trust services. Haley has specialized expertise in philanthropic advisory services for Whittier Trust’s foundation and donor advised fund clients. Since joining Whittier in 2016, Haley has consulted multi-generational families to ensure they achieve their legacy planning goals. 

Haley earned her BA in psychology from Stanford University, where she also minored in political science.  Most recently, Haley earned her MBA from the USC Marshall School of Business (May 2023). Before joining Whittier Trust, Haley worked at Vodafone Americas Foundation focusing on corporate social responsibility initiatives.  

Haley earned her Chartered Advisor in Philanthropy (CAP®) designation from The American College in 2018 and her Certified Trust and Fiduciary Advisor (CTFA™) from the American Bankers Association in 2022. 

Haley is on the Planned Giving Advisory Committee of Hoag Hospital, and a member of Orange County Advisors in Philanthropy (OC AiP), the North County Estate Planning Council-San Diego and Stanford Alumni Association of Orange County. In her free time, she enjoys playing with her daughter, sailing, reading, and walking her dog.