Whelan Financial Information

At Whelan Financial, our clients come first. Our experienced team is committed to providing an unparalleled level of service while exemplifying the highest standard of ethics. We take our fiduciary role seriously and proudly uphold the principles set forth by the CFP® Board of Standards as well as the Investment Advisor’s Act of 1940. Established in 1988, our firm provides both financial planning and investment management services to individuals, families, trusts, and qualified plans in the Central Valley and across the United States. As a fee-only Registered Investment Advisory firm, we do not charge a commission and are solely compensated by our clients. Whether it’s wealth management, retirement planning, or benefits for your employees, we are here to guide you from where you are to where you want to be. Visit whelanfinancial.com to learn how our experienced professionals can craft a financial plan tailored to meet your goals.