Whelan Financial

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Whelan Financial — overview

About

Whelan Financial is a US-based wealth manager and a registered investment advisor. Its services include financial planning, retirement planning, tax planning, investment planning, investment management, wealth management, risk management and portfolio management. The firm offers advisory services to high-net-worth individuals, trusts, estates, charitable organizations, non-prfoit organizations, and corporations on a discretionary basis.

Whelan Financial - known decision makers (8)

Position	Location	Asset Class
Chief Administrative Officer	Fresno, US	GEN
Chief Compliance Officer & Investment Advisor	Fresno, US	GEN
Director of Trading & Senior Advisor	Fresno, US	GEN
Founder, President & Senior Advisor	Fresno, US	GEN
Investment Advisor	Fresno, US	GEN

Showing 5 of 8 known decision makers Whelan Financial

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