Portia-Final

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.