At Whelan Financial, you can trust that you’re working with a team of financial advisors and planners who are focused on securing your financial future.
Vincent J. Whelan, CFP®
Founder & President, Senior Advisor
B.A. Sociology, College of the Holy Cross, 1972
Vin founded Whelan Financial in 1988 and continues to be the heart and soul behind the firm’s culture. Leading under the notion “creative thinking first, critical thinking second,” Vin perpetuates forward movement. His affinity for change, paired with his steadfast determination, creates an environment where visions come to fruition. While the firm continues to grow under his leadership, the core governing principle has remained the same: our clients’ needs come before our own.
Portia L. White, CFP®
Vice President, Partner, Senior Advisor
B.A. Philosophy, California State University Fresno, 2004 (Summa Cum Laude)
Portia, Vice President and Partner, came to Whelan Financial in 2004 with an insatiable willingness to learn, and has maintained that spirit throughout her tenure. With over a decade of experience, Portia continues to push the envelope in financial planning, extensively studying Social Security and Medicare planning.
She is deeply dedicated to the well-being of her clients and works diligently to ensure that their financial needs are met. A natural leader and mentor, Portia has been instrumental in the mentorship of up-and-coming team members, as well as an active mentor in the Fresno community. She is a wellspring of energy that has brought about a new level of service and financial planning to this practice.
Taylor J. Whelan, CFP®
Investment Advisor Representative
B.A. Philosophy, Santa Clara University, 2008
At Whelan Financial, we aim to hire and retain elite Fresno talent. Having recruited Taylor as an advisor is one of our most proud accomplishments. Taylor came to us from Wellington Management in Boston, and with his years of experience, immediately impacted the firm. His integrity, remarkable financial aptitude, and limitless positivity have helped to propel Whelan Financial forward.
When Taylor isn’t meeting with his own clients, he is instrumental in business development, conducting investment research, and advancing our technology. His genuine enjoyment in helping each client is only matched by his enthusiasm for the growth of our firm.
Stephen C. Detweiler, CFP®
Investment Advisor Representative
B.A. Mathematics, California State University, Fresno 2009
With a background in mathematics, Stephen’s analytical mind and ability to grasp and apply complex data continues to be an invaluable asset to Whelan Financial. Our clients are drawn to Stephen. His unfaltering dedication and ability to pare down complex topics into clear and concise bits of information demonstrate both heart and mental fortitude. Stephen’s abilities have earned him respect from both clients and peers alike.
When Stephen is not meeting with his own clients, he oversees day-to-day trading operations and is integral in providing research in the areas of investment and financial planning. Stephen’s exceptional work ethic is matched only by his efforts to provide clients with the advice they need to confidently move forward in their financial endeavors.
Kasandra A. Silva
B.A. Communications, Westmont College, 2011, (Cum Laude)
Brilliant and delightful are the first words that come to mind when describing Kasandra. She possesses a rare combination of qualities which are coveted by a growing company like ours. Her greatest value comes from her ability to think critically and abstractly about all aspects of the firm and the projects at hand; an increasingly difficult skill to find. It is clear why we were compelled to promote her, in just a few short years, to our Firm Administrator.
Kasandra also has the ability to manage her team firmly yet always from the positive. She demonstrates composure under pressure and is capable of delegating. These qualities combined with her wisdom, integrity and optimistic nature have made her one of the most enjoyable people with whom we have had an opportunity to work.
We look forward to watching Kasandra and her very bright future.
From her first day, Heather brought her immense cheerfulness to Whelan Financial. She is delightfully positive, aims to please, and is eager to learn. She works diligently each day, then attends school full-time in the evenings and is on track to graduate with honors. It is not infrequent that books are read and papers are written during her lunch hour. She accomplishes all of this with great aplomb and happiness.
Heather has worn many hats since joining Whelan Financial in 2012. From Receptionist, Client Services Specialist, Trading Assistant to her current role as Administrative Assistant, Heather has been a dedicated fixture for both her peers and our clients.
Riana H. Whelan, FPQPTM
Marketing Assistant & Community Relations
B.S. Psychology, California State University Fresno, 2014
Riana joined Whelan Financial in 2014 as a dedicated Client Services team member. Her light-hearted nature and witty quips bring laughter and positive energy to those around her.
Riana rises to the challenges of her day-to-day responsibilities with prompt attention and dedication. She has demonstrated a commitment to furthering her work-related education by attaining a Financial Paraplanner Qualified Professional™ designation.
As a Fresno native and growing up in a family actively involved in the community, Riana was the perfect fit to assist with the firm’s community outreach. Her talents in event planning and artistic eye have also been a great addition to our marketing team.
André De Jong, FPQPTM
Client Services Specialist
M.A. Reading Development and Childhood Education, California State University Fresno, 2014
B.A. English, California State University Fresno, 2011
André joined the Whelan Financial team at the beginning of 2015 as our receptionist. From the moment she walked in, André has left nothing but smiles in her wake. Her good nature and team-oriented attitude has endeared her to both the clients and her coworkers.
André’s intelligence and eagerness to learn made for a natural transition to the Client Services Team. She has gone on to attain her Financial Paraplanner Qualified Professional™ designation and now serves as a Client Services Specialist.
Hannah M. Janigian
Client Services Representative
Bachelor of Arts, Political Science
University of Colorado Boulder, 2016
Hannah instantly fit into the Whelan Financial culture when she joined the team in 2016. Two things were immediately clear, Hannah has heart and she has hustle. She walks with intention and is dedicated to accomplishing whatever is asked of her accurately and efficiently.
Hannah is a delight to work with and serves as our newest Client Services Representative.
Lori N. Ong, FPQPTM
Client Services Specialist
B.S. Biology, California State University Fresno, 2012 (Cum Laude)
Lori has been a wonderful new addition to Whelan Financial joining the team at the beginning of 2017 as a Client Services Representative. Her sharp mind, “can do” spirit, impeccable work ethic, and six years of financial services experience, made Lori an instant value-add to the firm.
Lori is kind and eager to assist both the clients she serves and her peers. She is energized about furthering her education and has recently attained her Financial Paraplanner Qualified Professional™ designation and has begun her studies toward becoming a Certified Financial Planner™ practitioner.