Whelan Financial

At Whelan Financial clients come first. Just as we are committed to provide an unparalleled level of service, we are dedicated to the highest standard of ethics. We take our fiduciary role seriously and proudly uphold principles that exceed industry standards. Established in 1988 by Vincent J. Whelan, CFP®, 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. Visit whelanfinancial.com to learn more about our firm and team of experienced professionals.