About Our Firm

The team at Whelan Financial carefully crafts a financial plan tailored to meet your financial goals.

Whether it’s wealth management, retirement planning, or benefits for your employees, we are here to guide you from where you are to where you want to be. Learn how our experienced professionals can assist you in planning for your future and securing your legacy. 

Whelan Financial has a strong culture that encourages quality, continuity, and development throughout the firm, benefitting both clients and team members. With a team-wide focus on education, we offer a sophisticated level of knowledge and service. Each advisor at Whelan Financial is required to become a Certified Financial Planner® practitioner, which is regarded as one of the highest certifications in Personal Financial Planning.

Whelan Financial - Advisors

Using our passions to help others prosper.

Founded by Vincent J. Whelan, CFP® in 1988, our firm provides financial planning and investment management services to individuals, families, trusts, and qualified plans. From the beginning, Whelan Financial was founded on the principle that every client would be provided with the care and attention we ourselves would wish to receive. In light of this, we have aligned our interests with our clients as fee-only investment advisors who do not sell products for commissions.

Our Culture of Care

We are serious about our work because we genuinely love what we do. Learn more about how our culture translates to success for our clients and our team members.

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Our Mission

Our mission is to bring peace of mind to our clients by providing context for their financial life and a path to their financial success. 

Our Vision

Our vision is to set the standard for quality, excellence, and commitment for financial advisors in the Central Valley and beyond.

Our Culture of Care

Our Culture of Care is a commitment to using our knowledge, experience, and understanding to help others.

A Team You Can Trust

Founder/President/Senior Advisor
vin@whelanfinancial.com

Whelan Financial - Headshots-Taylor Whelan

Partner, CFO, Chief Ethics & Compliance Officer, Investment Advisor
taylor@whelanfinancial.com

Whelan Financial - Kasandra Silva
Whelan Financial - Lori Ong

Investment Advisor/ Client Services Manager
lori@whelanfinancial.com

Whelan Financial - Michael
Whelan Financial - Mike Manjarrez
Whelan Financial - Laura
Whelan Financial - Headshots - Julie Saldivar

Want to join the team? Send us your resume. Apply Now

Work with Whelan Financial

We are consistently seeking motivated, intelligent individuals to join our team. If you are passionate about financial planning, wealth management, and helping others, apply for one of our open positions today.