Whelan Financial

Portia White is a CFP® and holds a Series 65 license, with 19 years of industry experience. She has been with Whelan Financial since 2004. Whelan Financial is an SEC-registered advisory firm offering wealth management, financial planning, and discretionary portfolio management to individuals, including high-net-worth clients, as well as institutional clients such as 401(k) plans, nonprofits, and corporations. The firm integrates financial planning and investment management through client-approved Investment Policy Statements, employing a range of strategies including thematic AI-focused portfolios and tax-aware investing.

Taylor Whelan is a CFP®, CFA®, and Series 65-licensed advisor with 11 years of industry experience. He has been with Whelan Financial since 2014. The firm serves both individual and institutional clients, offering wealth management, financial planning, and discretionary portfolio management. Whelan Financial integrates financial planning and investment management through client-approved Investment Policy Statements, with a focus on tax-aware investing and actively managed portfolios including thematic AI strategies.

Stephen Detweiler is a CFP® and holds a Series 65 license with 13 years of industry experience. He has been with Whelan Financial in Fresno, CA since 2010. Whelan Financial is an SEC-registered advisory firm serving individuals, including high-net-worth clients, and institutional clients such as 401(k) plans, defined-benefit plans, nonprofits, and corporations. The firm integrates financial planning and investment management through client-approved Investment Policy Statements and offers a range of investment strategies, including thematic AI-focused portfolios and tax-aware investing.

Michael Manjarrez is a CFP® with six years of industry experience, currently serving as an advisor at Whelan Financial since 2021. His prior experience includes roles at Bolt Wealth Management, Carmax, Citibank, and JP Marketing. Whelan Financial is an SEC-registered advisory firm that provides wealth management, financial planning, and discretionary portfolio management to individuals, including high-net-worth clients, as well as institutional clients such as 401(k) plans and nonprofits. The firm integrates financial planning with investment management through client-approved Investment Policy Statements and offers a range of investment strategies, including thematic AI-focused portfolios and tax-aware investing.

Lori Ong is a CFP® professional with four years of experience currently serving at Whelan Financial since 2017. Prior to joining Whelan Financial, she worked at Fresno Unified School District and Crown Capital Securities. Whelan Financial is an SEC-registered advisory firm that provides wealth management, financial planning, and discretionary portfolio management to individuals, including high-net-worth clients, as well as institutional clients such as 401(k) plans, nonprofits, and corporations. The firm integrates financial planning with investment management, offering a range of portfolios and actively managed AI strategies, alongside tax-aware investing and ERISA 3(38) plan management.

Vincent Whelan is a CFP® with 13 years of industry experience and is affiliated with Whelan Financial in Fresno, CA. He has been with Whelan Financial since 1991, contributing to the firm for over three decades. Whelan Financial is an SEC-registered advisory firm serving individuals, including high-net-worth clients, and institutional clients such as 401(k) plans, nonprofits, and corporations. The firm offers integrated financial planning and investment management, featuring thematic AI investment strategies and a focus on tax-aware portfolio construction.

Michael Ryan V is a CFP® professional with seven years of industry experience. He has worked at Whelan Financial since 2021 and previously spent nine years at Sierra Asset Management. Whelan Financial is an SEC-registered advisory firm serving individuals, including high-net-worth clients, as well as institutional clients such as 401(k) plans, nonprofits, and corporations. The firm integrates financial planning and investment management using client-approved Investment Policy Statements and offers a range of strategies including thematic AI-focused portfolios and tax-aware investing.