Whelan Financial

Whelan Financial is a financial planner in Fresno, CA, offering personalized wealth management, retirement planning, and employee benefits consulting for individuals, families, trusts, and qualified plans. The firm specializes in creating customized financial plans that address long-term goals, tax strategies, social security planning, and investment management with a focus on client-specific objectives. Services include direct indexing for enhanced tax efficiency and portfolio personalization, as well as collaboration with CPAs and attorneys. Based in Fresno, the firm serves clients throughout the region and maintains a strong reputation with a 4.40 rating from customer reviews.

Founded in 1988 by Vincent J. Whelan, CFP®, Whelan Financial operates as a fee-only advisory firm, aligning its interests with clients by not selling financial products for commissions. The firm emphasizes a culture of care, continuous education, and professional development, requiring all advisors to hold the Certified Financial Planner® designation. Services are delivered through a structured approach that includes detailed financial planning, quarterly reviews, and ongoing support to ensure investments align with evolving goals. The firm’s commitment to tax efficiency includes strategies such as tax loss harvesting, capital gains optimization, and direct indexing to minimize tax liabilities and enhance long-term outcomes.

Whelan Financial is located at 7700 N Palm Ave Ste. 201, Fresno, CA, situated on North Palm Avenue, a short distance from West Nees Avenue. The office is approximately a mile from Spano Park, the San Joaquin River Bluffs, Basin DH2 lake, and the Passport Health Fresno Clinic.

The firm is recognized for its thorough, well-documented online presence and a website that search engines read cleanly, reflecting its professionalism and transparency. With a legacy of client-centered service since 1988, Whelan Financial stands out in Fresno for its expertise in personalized financial planning and fiduciary commitment.

In Fresno, Whelan Financial is a trusted partner for individuals and organizations seeking lasting financial security through thoughtful, individualized planning.

Services:

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