Whelan Financial Email Formats
Financial Services • 
Fresno, California, United States • 11-20 Employees
Whelan Financial Email Formats
Whelan Financial uses 3 email formats. The most common is {first initial} (e.g., j@whelanfinancial.com), used 72.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@whelanfinancial.com | 72.7% |
{first initial}{last name} | jdoe@whelanfinancial.com | 18.2% |
{first name} | john@whelanfinancial.com | 9.1% |
Key Contacts at Whelan Financial
Portia L. White
Chief Executive Officer
Stephen Detweiler
Senior Investment Advisor | Director Of Trading
Portia White
Chief Executive Officer
Company overview
| Headquarters | 7700 N. Palm Ave, Suite 201, Fresno, California 93711, US |
| Phone number | +15592288002 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Personal Wealth Management, Retirement Planning, Fiduciary, Financial Planning, Investment Management, Social Security Planning, Registered Investment Advisors, Medicare Planning, Certified Financial Planner™ Practitioner, Company Retirement Plan Management |
| Founded | 1988 |
| Employees | 11-20 |
| Socials |
About Whelan Financial
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.
Employees by Management Level
Total employees: 11-20
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Employees
Employees by Department
Whelan Financial has 8 employees across 4 departments.
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Funding Data
Whelan Financial has never raised funding before.
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