Whalen Financial

Andrew Whalen is a financial advisor with Whalen Financial in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at firms including Purshe Kaplan Sterling Investments, LPL Financial LLC, and National Planning Corporation. Outside of advising, he is the author of a book titled *Confessions of a Wealth Manager*. Whalen Financial provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages approximately $192 million, using client-specific Investment Policy Statements and a combination of fundamental analysis and modern portfolio theory, implementing strategies through mutual funds, equities, fixed income, and ETFs.

Vanessa Medina is a financial advisor at Whalen Financial in Las Vegas, NV, holding a Series 65 designation. She has experience in wealth management and financial services dating back to 2017, with prior roles at Cornerstone Wealth Management and Arista Wealth Management. Whalen Financial provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs client-specific Investment Policy Statements and combines fundamental analysis with modern portfolio theory to manage approximately $192 million in assets.

Luke Perry is a financial advisor at Whalen Financial with a Series 65 designation and one year of industry experience. He has served in the U.S. Navy for over 20 years and has held academic roles at Claremont University and Pepperdine University. Whalen Financial provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm focuses on client-specific Investment Policy Statements and employs fundamental analysis and modern portfolio theory, utilizing mutual funds, equities, fixed income, and ETFs in its investment approach.

Antonio Rios is a financial advisor at Whalen Financial with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Purshe Kaplan Sterling Investments, Fidelity Investments, Lincoln Financial Services, RBC Capital Markets, Morgan Stanley Smith Barney, and Wells Fargo Advisors. Whalen Financial is a team-based firm managing approximately $192 million for individuals, pension plans, charitable organizations, and businesses. The firm provides discretionary portfolio management and financial planning, utilizing client-specific Investment Policy Statements and a combination of fundamental analysis and modern portfolio theory to guide investment decisions.

Cristian Sanabria is a Series 65-licensed advisor at Whalen Financial with two years of industry experience. Prior to joining Whalen Financial, he was involved with Rehab Directives LLC for six years. His responsibilities include administrative tasks such as scheduling, payroll, time corrections, and patient file management. Whalen Financial provides discretionary portfolio management and financial planning services to individuals, pension plans, charitable organizations, and businesses, managing approximately $192 million in assets. The firm’s investment approach is based on client-specific Investment Policy Statements and incorporates fundamental analysis and modern portfolio theory, utilizing various investment vehicles and discretionary trading authority.