Established Leadership
Established in 1988 by Vincent J. Whelan, CFP®, our firm provides both financial planning and investment management services for individuals, families, trusts, and qualified plans in the Central Valley and across the United States. With our experienced team of advisors, we are prepared to guide you through the most challenging markets.
Superior Service
Vin founded Whelan Financial on the principal that every client should be provided with the level of service he himself would expect to get. In light of this, we are a fee-only advisory firm and do not sell products for a commission.
Distinctive Culture
Whelan Financial has a strong culture of top–down management utilizing a committee structure to ensure quality, continuity and development throughout the firm.
Emphasis on Education
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.
Experienced Investors
Our investment approach is to implement a disciplined, long-term asset allocation strategy. We primarily invest in high quality, low cost, no load mutual funds and ETFs. We build customized portfolios to meet our clients’ individual investment objectives. Our long-term goal is to obtain the portfolio’s risk adjusted return versus its benchmark net of fees.
The Whelan Financial Investment Committee is responsible for the development of the investment philosophy and strategy. The method and investments approved for use in our clients’ portfolios are then subject to our ongoing monitoring and critique.
Make the Connection
Whether you are planning for your future, serving as trustee of a qualified plan, or starting to build your nest egg, Whelan Financial has a solution for you. Contact our team of wealth management and investment advisors to arrange a meeting.