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Whelan Financial

Headquartered in FRESNO, CA

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Firm Information

Whelan Financial is an investment advisory firm headquartered in Fresno, CA. They provide financial planning and portfolio management services to individuals, corporations, charitable organizations, and pension and profit sharing plans. The firm manages approximately $568.75 million in assets for over 1,373 clients.

Whelan Financial

7700 NORTH PALM AVE. #201

FRESNO, CA 93711-5780

$568.75M

Assets Under Management

24

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

WHELAN FINANCIAL has a total of 1 branch locations across the country.
location

FRESNO, CA

Advisors at Whelan Financial

View All 7 Advisors
Unclaimed
Vincent Joseph Whelan

CFP®, RA

FRESNO, CA

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Michael David Manjarrez

CFP®, RA

FRESNO, CA

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Stephen Christopher Detweiler

RA

FRESNO, CA

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Unclaimed
Portia Lissi White

RA

FRESNO, CA

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Unclaimed
Lori Nicole Ong

CFP®, RA

FRESNO, CA

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Unclaimed
Michael James Ryan

CFP®, RA

FRESNO, CA

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Unclaimed
Taylor John Whelan

RA

FRESNO, CA

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Disclosures

There are no public disclosures for Whelan Financial.

Frequently Asked Questions (6)

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