Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
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.
