About Company

Whelan Financial is a Fresno, CA–based wealth management and financial advisory firm that offers personalized financial planning, investment management, direct indexing, and company retirement plan services; Whelan Financial focuses on building long-term client relationships, tailoring plans to individual and institutional goals, managing retirement and employee benefit solutions, and providing access to resources such as Form ADV/CRS and secure client portals from its office on N Palm Avenue.

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