Whelan Financial > Blog > Company News > Where’s Whelan 12’18

Where’s Whelan 12’18

Check out where Whelan Financial has been involved within the Fresno community this last quarter!

Central California Women’s Conference (CCWC)
Tuesday, September 25, 2018 | Fresno Convention & Entertainment Center

Congrats to Portia L. White, CFP® on her 3rd educational seminar held for the women of Central California! If you were unable to attend this year’s conference, make sure to check out highlights from her session, “Making Sense of Social Security”.


Catholic Charities Turkey Drive
November 20, 2018 | LIVE on KSEE24

Whelan Financial teamed up with Catholic Charities this holiday season to provide turkey dinners to families in need! This year over 1,300 turkeys and $50,000 were donated. Congratulations to Catholic Charities for yet another successful turnout!

Catholic Charities


WF Visits Orion Headquarters
December 4-6, 2018 | Omaha, Nebraska

We are onboarding a new software, Orion! Team members, Kasandra Silva and Lori Ong, FPQP, attended a two-day training seminar in Omaha, Nebraska. Shout-out to Starbucks for the early morning encouragements!

Orion Photos


Candlelight Guild Ball
December 7, 2018 | Copper River Country Club

We put on our dancing shoes and headed to the Candlelight Ball! This fun-filled evening raised proceeds for these deserving local foundations: Salvation Army, Heart of the Horse, Obria Clinic, & Exceptional Parents Unlimited. Thank you, Candlelight Guild, for always hosting such a class act event!



You May Also Like

Video: Celebrating Whelan Financial’s 30th Anniversary

Leave a Reply

Your email address will not be published. Required fields are marked *


Site Disclosures

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. FINANCIAL PARAPLANNER QUALIFIED PROFESSIONAL and FPQP are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.

Whelan Financial is a Registered Investment Advisor. This website is only intended for clients and interested investors residing in states in which Whelan Financial is qualified to provide investment advisory services. Please contact Whelan Financial at 559-228-8002 to find out if the advisor is qualified to provide investment advisory services in the state where you reside. Whelan Financial does not attempt to furnish personalized investment advice or services through this website. Past performance is no guarantee of future results.

Copyright © All Rights Reserved 2021


Leaving Site Disclaimer

The information being provided is strictly as a courtesy. You are leaving the Whelan Financial website and assume total responsibility and risk for your use of the websites you are linking to. Whelan Financial makes no representation as to the completeness or accuracy of information provided at these websites. Nor is Whelan Financial liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving the Whelan Financial website and assume total responsibility and risk for your use of the websites you are linking to.

Click Here to Proceed