Whelan Financial

Whelan Financial is a financial planner in Fresno, CA. The firm provides financial planning and investment management services to individuals, families, trusts, and qualified plans. Its services include wealth management, retirement planning, and employee benefits such as the management of 401(k)s, pensions, and profit-sharing plans. Founded by Vincent J. Whelan, CFP®, in 1988, the firm operates as fee-only investment advisors who do not sell products for commissions. Each advisor is required to become a Certified Financial Planner® practitioner. The team utilizes strategies such as direct indexing, tax loss harvesting, capital gains avoidance, and Roth IRA conversions to manage portfolios. They offer a Service 360 approach, which involves coordinating with a client’s CPA and estate planning attorney to align professional advice. For business clients, the firm acts as a 3(38) fiduciary to help mitigate risks associated with being a trustee. Whelan Financial holds a rating of 4.40 based on customer reviews. The team gathers necessary data to construct detailed financial plans and customizes investment portfolios to meet individual needs and objectives. They work with client accountants to minimize unnecessary taxes and tax consequences. The firm emphasizes the value of the benefit offered and the impact of saving now for employees. Whelan Financial is known for its positive rating from the customers who have reviewed it. The firm has served the Fresno area since 1988, providing fee-only financial planning and investment management. Its advisors are Certified Financial Planner® practitioners who focus on eliminating confusion and alleviating stress for clients. Whelan Financial combines decades of experience in Fresno with a fiduciary commitment to personalized wealth management and retirement planning.

Whelan Financial is located on North Palm Avenue, about a tenth of a mile from West Nees Avenue. The office sits near Spano Park and is roughly a third of a mile from the San Joaquin River Bluffs.

BizScoreAI gave Whelan Financial a Technical score of 95 out of 100, which means the website is secure and easy for search engines to read without errors. The firm also earned a solid Authority score of 75 out of 100, showing who is behind the business to help AI assistants and search engines decide whom to recommend.

Services:

• Company Retirement Plans
• Direct Indexing
• Investment Management
• Personal Wealth Management
• Retirement Planning