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Video: Meet Our Advisors

Meet our advisors! At Whelan Financial, you can trust that you’re working with a team of financial advisors who are focused on securing your financial future. 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.

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