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Brian Whalen, Cfp®, Cima® Email & Phone Number

Location: Gainesville, Georgia, United States 6 work roles 1 school
1 work email found @unitedambulance.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email b****@unitedambulance.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Role
Principal
Location
Gainesville, Georgia, United States
Company size

Who is Brian Whalen, Cfp®, Cima®? Overview

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Quick answer

Brian Whalen, Cfp®, Cima® is listed as Principal at Stribling~Whalen Financial Group, RJFS, a with 18734 employees, based in Gainesville, Georgia, United States. AeroLeads shows a work email signal at unitedambulance.com and a matched LinkedIn profile for Brian Whalen, Cfp®, Cima®.

Brian Whalen, Cfp®, Cima® previously worked as Financial Advisor at Stribling~Whalen Financial Group Of Wells Fargo Advisors, Llc and Vice President at Capital Group. Brian Whalen, Cfp®, Cima® holds Ba, Economics, Magna Cum Laude from Boston College.

Company email context

Email format at Stribling~Whalen Financial Group, RJFS

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*@unitedambulance.com
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AeroLeads found 1 current-domain work email signal for Brian Whalen, Cfp®, Cima®. Compare company email patterns before reaching out.

Profile bio

About Brian Whalen, Cfp®, Cima®

Brian Whalen, Cfp®, Cima® is a Principal at Stribling~Whalen Financial Group, RJFS.

Current workplace

Brian Whalen, Cfp®, Cima®'s current company

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Stribling~Whalen Financial Group, RJFS
Stribling~Whalen Financial Group, Rjfs
Principal
Gainesville, GA, US
Employees
18734
AeroLeads page
6 roles

Brian Whalen, Cfp®, Cima® work experience

A career timeline built from the work history available for this profile.

Principal

Current

Gainesville, Ga

Principal at Stribling~Whalen Financial Group, RJFS from 05-2015 to now: Firmly rooted in the Gainesville area, The Stribling~Whalen Financial Group (www.striblingwhalen.com) is dedicated to building client relationships based on trust, regular client communication and exceptional service. Our team includes two CERTIFIED FINANCIAL PLANNERS(TM) - Warren Stribling CERTIFIED FINANCIAL PLANNER (TM) & Brian Whalen CERTIFIED FINANCIAL PLANNER (TM) - and has over 69 years of lessons learned combined in investment management - guiding client portfolios through a wide range of market cycles to help achieve financial goals. We engage our clients in thoughtful conversations and carefully listen to each client’s objectives and implement long-term asset allocation strategies to help protect their assets and secure their futures. The Stribling~Whalen Financial Group provides comprehensive investment planning strategies to a wide range of clients including: • Successful individuals and families • Medical professionals • Business owners Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Stribling-Whalen Financial Group is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.

May 2015 - Present

Financial Advisor

Gainesville, Ga

Firmly rooted in the Gainesville area, The Stribling~Whalen Financial Group (www.striblingwhalen.com) is dedicated to building client relationships based on trust, regular client communication and exceptional service. Our team includes two CERTIFIED FINANCIAL PLANNERSTM and has over 59 years of combined investment management experience guiding client portfolios through a wide range of market cycles to help achieve financial goals.We engage our clients in thoughtful conversations and carefully listen to each client’s objectives and implement long-term asset allocation strategies to help protect their assets and secure their futures.The Stribling~Whalen Financial Group provides comprehensive investment planning strategies to a wide range of clients including:• Successful individuals and families• Medical professionals• Business owners

Mar 2012 - Apr 2015

Vice President

Regional Vice President covering N. Georgia

Jun 2003 - Mar 2012

Sr. Vice President

Regional representative covering Upstate NY

Aug 1995 - Mar 2003

Internal Wholesaler

Van Kampen Merritt
Jun 1994 - Aug 1995
Team & coworkers

Colleagues at Stribling~Whalen Financial Group, RJFS

Other employees you can reach at raymondjames.com. View company contacts for 18734 employees →

1 education record

Brian Whalen, Cfp®, Cima® education

FAQ

Frequently asked questions about Brian Whalen, Cfp®, Cima®

Quick answers generated from the profile data available on this page.

What company does Brian Whalen, Cfp®, Cima® work for?

Brian Whalen, Cfp®, Cima® works for Stribling~Whalen Financial Group, RJFS.

What is Brian Whalen, Cfp®, Cima®'s role at Stribling~Whalen Financial Group, RJFS?

Brian Whalen, Cfp®, Cima® is listed as Principal at Stribling~Whalen Financial Group, RJFS.

What is Brian Whalen, Cfp®, Cima®'s email address?

AeroLeads has found 1 work email signal at @unitedambulance.com for Brian Whalen, Cfp®, Cima® at Stribling~Whalen Financial Group, RJFS.

Where is Brian Whalen, Cfp®, Cima® based?

Brian Whalen, Cfp®, Cima® is based in Gainesville, Georgia, United States while working with Stribling~Whalen Financial Group, RJFS.

What companies has Brian Whalen, Cfp®, Cima® worked for?

Brian Whalen, Cfp®, Cima® has worked for Stribling~Whalen Financial Group, Rjfs, Stribling~Whalen Financial Group Of Wells Fargo Advisors, Llc, Capital Group, Putnam Investments, and Van Kampen Merritt.

Who are Brian Whalen, Cfp®, Cima®'s colleagues at Stribling~Whalen Financial Group, RJFS?

Brian Whalen, Cfp®, Cima®'s colleagues at Stribling~Whalen Financial Group, RJFS include James P., Nikola Zaremba, James Jones, Julia Dudley, and Kimberly Henderson.

How can I contact Brian Whalen, Cfp®, Cima®?

You can use AeroLeads to view verified contact signals for Brian Whalen, Cfp®, Cima® at Stribling~Whalen Financial Group, RJFS, including work email, phone, and LinkedIn data when available.

What schools did Brian Whalen, Cfp®, Cima® attend?

Brian Whalen, Cfp®, Cima® holds Ba, Economics, Magna Cum Laude from Boston College.

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