Category: Company News
Portia L. White, CFP® Named CEO of WF
It is with great enthusiasm that I am writing to you for the first time as the CEO of Whelan Financial. Vin announced my promotion earlier this year and it is a privilege to lead my fabulous team into the next era. Over the course of my seventeen years with the firm, I have witnessed its success, I have learned from our mistakes, and I have developed a vision for the future. We have a very bright, and exciting time ahead, indeed! What we do here at WF is important! At the heart of it, what we do goes far beyond building financial projections and developing investment portfolios, rather, we bring our clients the kind of happiness you can only experience when you have peace of mind about your money and your future. When your financial footing is firmly planted you can focus on the more qualitative aspects of your life like relationships, personal development, life experiences, or a career perhaps. At the beginning of this firm’s history, Vin Whelan embedded in our company’s core values, the underlying objective, that “every client would receive our very best care and attention”. This concept, at the heart of our company culture, has
Portia L. White, CFP® Named CEO of WF
It is with great enthusiasm that I am writing to you for the first time as the CEO of Whelan Financial. Vin announced my promotion earlier this year and it is a privilege to lead my fabulous team into the next era. Over the course of my seventeen years with the firm, I have witnessed its success, I have learned from our mistakes, and I have developed a vision for the future. We have a very bright, and exciting time ahead, indeed! What we do here at WF is important! At the heart of it, what we do goes far beyond building financial projections and developing investment portfolios, rather, we bring our clients the kind of happiness you can only experience when you have peace of mind about your money and your future. When your financial footing is firmly planted you can focus on the more qualitative aspects of your life like relationships, personal development, life experiences, or a career perhaps. At the beginning of this firm’s history, Vin Whelan embedded in our company’s core values, the underlying objective, that “every client would receive our very best care and attention”. This concept, at the heart of our company culture, has
