Whelan Financial Employee Directory

Whelan Financial corporate office is located in 7700 N Palm Ave Ste 201, Fresno, California, 93711, United States and has 11-50 employees.

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Whelan Financial Global Presence

Location	People at location
North America	11-50

Key Employees of Whelan Financial

TW
Taylor Whelan
Partner. Chief Financial Officer. Chief Ethics and...
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Index of contact profiles from Whelan Financial

Hundreds of professionals searching for Whelan Financial have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

TW
Taylor Whelan
Email Direct
Partner. Chief Financial Officer. Chief Ethics and Compliance Officer. Investment Advisor
United States , California , Fresno

SD
Stephen Detweiler
Email Direct
Senior Investment Advisor & Director, Trading
United States , California , Fresno

MM
Michael Manjarrez
Email Direct
Investment Advisor
United States , California , Fresno

VW
Vincent Whelan
Email Direct
Founder & Senior Advisor
United States , California , Fresno

LO
Lori Ong
Email Direct
Investment Advisor
United States , California , Fresno

Former Employees at Whelan Financial

Explore people who held key positions, contributed to Whelan Financial's success, and advanced their careers.

RW
Riana Whelan
Experiential Communica... at Armanino
Worked as Events Marketing Client Service Specialist
at Whelan Financial (2017-2019)
Email Direct
AD
Andre DeJong
Senior Associate at Cerity Partners
Worked as Client Services Specialist
at Whelan Financial (2015-2018)
Email Direct

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Frequently Asked Questions Regarding Whelan Financial Employees

How many employees does Whelan Financial have?

Whelan Financial has 11-50 employees

Who is the CFO of Whelan Financial?

Whelan Financial’s CFO is Taylor Whelan

Who are Whelan Financial key employees?

Some of Whelan Financial key employees are Taylor Whelan

Where is Whelan Financial located?

Whelan Financial’s headquarters are located at 7700 N Palm Ave Ste 201, Fresno, California, 93711, United States

How do I contact Whelan Financial?

Whelan Financial Contact Info: Phone number: (559) 228-8002 Website: www.whelanfinancial.com

What does Whelan Financial do?

Whelan Financial specializes in personal wealth management and retirement planning, offering tailored financial plans to help clients achieve their financial goals. Their services include investment management, direct indexing, and company retirement plans aimed at supporting both individuals and businesses. The firm is dedicated to guiding clients... Read More

Is Whelan Financial a public company?

Whelan Financial is private company therefore does not currently have an official ticker symbol

See more information about Whelan Financial Employees