Whit Batchelor

Executive Vice President, Client Advisor, San Diego Regional Manager

San Diego, CA

Whit Batchelor serves as Executive Vice President, Client Advisor and San Diego Regional Manager at Whittier Trust, where he expertly navigates the complex financial landscapes of high-net-worth individuals and families.

With a sophisticated understanding of the unique challenges facing affluent clients, Whit crafts personalized, multi-generational strategies that align with each family’s distinct goals and values. His expertise spans wealth and investment management, estate planning, tax optimization, balance sheet management, and comprehensive financial advisory services.

Known for his dedication and accessibility, Whit cultivates lasting relationships with a select clientele, providing continuity and a bespoke approach to financial services. His commitment to understanding each client’s unique circumstances allows him to deliver tailored solutions that evolve with their changing needs.

Whit holds an undergraduate degree from the University of Vermont and an MBA with a finance concentration from California Lutheran University. He maintains both Certified Trust and Financial Advisor (CTFA) and Certified Financial Planner (CFP) credentials.

Beyond the office, Whit is passionate about supporting philanthropic causes, particularly those focused on children and the environment. He previously served on the board of Make-A-Wish Orange County & the Inland Empire, including a term as board chair. When not working with clients or volunteering, he treasures time with his wife and three children, pursuing a variety of outdoor activities from sailing and skiing to mountain biking and adventure travel.