Whelan Financial > The Client Experience

The Client Experience

With a team-wide focus on education, we offer a sophisticated level of knowledge and service. In addition to ongoing access to a personal Investment Advisor Representative, you are assigned a dedicated Client Services team member to facilitate requests and implement Advisor recommendations. We make every effort to meet on a quarterly basis to review the investment portfolio and financial plan. You also have ongoing access to an Advisor.


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Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. FINANCIAL PARAPLANNER QUALIFIED PROFESSIONAL and FPQP are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.

Whelan Financial is a Registered Investment Advisor. This website is only intended for clients and interested investors residing in states in which Whelan Financial is qualified to provide investment advisory services. Please contact Whelan Financial at 559-228-8002 to find out if the advisor is qualified to provide investment advisory services in the state where you reside. Whelan Financial does not attempt to furnish personalized investment advice or services through this website. Past performance is no guarantee of future results.

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