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.