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Vincent Joseph Whelan

Whelan Financial

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About Vincent Joseph Whelan

Vincent Whelan, a CERTIFIED FINANCIAL PLANNER™, is a financial advisor at Whelan Financial. Vincent's career in financial services spans over 30 years, with experience at several firms including Cambridge Investment Research, Inc., Sentra Securities Corporation, United Pacific Securities, Inc., Titan/Value Equities Group, Inc. and Value Equities Corporation. Vincent specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, businesses, charitable organizations, and pension and profit-sharing plans. Vincent is registered with the state of California.

Firm Information

Vincent Whelan is currently registered with Whelan Financial. 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.

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Vincent Whelan’s Registration & Firm History

CA

05/24/2012 - Present

Whelan Financial (FRESNO CA)

IA

02/19/2003 - 11/13/2003

CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)

AZ

11/16/1998 - 02/24/2003

SENTRA SECURITIES CORPORATION (PHOENIX AZ)

CA

02/18/1993 - 11/16/1998

UNITED PACIFIC SECURITIES, INC. (CARLSBAD CA)

CA

11/07/1989 - 02/24/1993

TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)

NA

11/23/1988 - 11/07/1989

VALUE EQUITIES CORPORATION

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Licenses & Designations

BC

Issued 05/19/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/22/1991

Series 24 - General Securities Principal Examination

BC

Issued 11/19/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Vincent Joseph Whelan.
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