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.