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.