Whelan Financial

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7700 N Palm Ave
Fresno, CA 93711
+1 (559) 228-8002
https://www.whelanfinancial.com

Whelan Financial, based in Fresno, CA, is a financial planning firm dedicated to assisting individuals and companies in navigating their financial futures. Specializing in Personal Wealth Management, they blend investment strategies with personalized financial planning to create tailored solutions.

For businesses, Whelan Financial offers Company Retirement Plans that aim to help organizations invest in their valued teams. Their team of experienced professionals is committed to guiding clients towards their financial goals, whether it involves wealth management, retirement planning, or employee benefits.

With a focus on building lasting relationships, Whelan Financial prides itself on being the trusted advisors for those seeking to secure their financial legacies. Their dedicated team of financial advisors is passionate about helping clients plan for the future, ensuring they can confidently progress from their current financial positions to their desired destinations.

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Reviews

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4.04 reviews
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Vinod B.
7/19/2021

I have had my retirement plan and personal assets managed by Whelan Financial since 2006. Previously, I was attempting to manage my investments by myself, but I believe that having this firm...

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Tracy E.
3/24/2017

My experience with Whelan Financial has been second to none. Portia White has been my personal advisor for nearly a decade and has done exceptional work with my portfolio in terms of growth and...

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Lily M.
1/10/2019

Professional, experienced, and trustworthy. I have nothing bad to say about this company. Riana, especially, has gone above and beyond for any of our needs. I would recommend them above anywhere...

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Beth M.
4/12/2016

I invested my money through Whelan Financial (WF) for roughly a year and have (or had) some serious concerns that I think anyone considering them for financial advising should be aware of. This...

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John Banuelos, owner of Financial Alliance, has been advising clients on various tax and financial issues for over 36 years. John received his Bachelor of Science degree in business with a major in accounting from the California State University, Fresno in 1976. In 1987, he earned his certification as a Certified Financial Planner (CFP)A. In 2011, John was admitted to practice before the I.R.S. as an Enrolled Agent (EA), allowing him to represent clients on many tax issues before the Internal Revenue Service. John applies his tax & financial planning knowledge & experience to help individuals take the needed steps to pursue their financial goals. He advises & helps to address any concerns in the area of taxes, insurance, estate / retirement planning, & household income management. Establishing realistic goals & objectives Evaluating current financial resources Developing a customized workable plan Implementing strategies to help pursue these goals Monitoring the progress
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