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.
Using our passions to help others prosper.
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.
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
info@whelanfinancial.com
CEO/Partner/Senior Advisor
portia@whelanfinancial.com
CFO/Partner/Chief Ethics & Compliance Officer/Investment Advisor
taylor@whelanfinancial.com
Director of Trading/Senior Advisor
stephen@whelanfinancial.com
Chief Administrative Officer
kasandra@whelanfinancial.com
Investment Advisor/Client Services Manager
lori@whelanfinancial.com
Investment Advisor
mryan@whelanfinancial.com
Investment Advisor
michael@whelanfinancial.com
Executive Assistant
aubri@whelanfinancial.com
Receptionist
julie@whelanfinancial.com
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.
