Brian Whalen, Cfp®, Cima®

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

Principal @ Stribling~Whalen Financial Group, RJFS
Gainesville, GA, US
Brian Whalen, Cfp®, Cima®'s Location
Gainesville, Georgia, United States, United States
Brian Whalen, Cfp®, Cima®'s Contact Details

Brian Whalen, Cfp®, Cima® personal email

n/a
About Brian Whalen, Cfp®, Cima®

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

Brian Whalen, Cfp®, Cima®'s Current Company Details
Stribling~Whalen Financial Group, RJFS

Stribling~Whalen Financial Group, Rjfs

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Principal
Gainesville, GA, US
Website:
raymondjames.com
Employees:
18734
Brian Whalen, Cfp®, Cima® Work Experience Details
  • Stribling~Whalen Financial Group, Rjfs
    Principal
    Stribling~Whalen Financial Group, Rjfs
    Gainesville, Ga, Us
    View
  • Stribling~Whalen Financial Group, Rjfs
    Principal
    Stribling~Whalen Financial Group, Rjfs May 2015 - Present
    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.
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  • Stribling~Whalen Financial Group Of Wells Fargo Advisors, Llc
    Financial Advisor
    Stribling~Whalen Financial Group Of Wells Fargo Advisors, Llc Mar 2012 - Apr 2015
    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
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  • Capital Group
    Vice President
    Capital Group Jun 2003 - Mar 2012
    Regional Vice President covering N. Georgia
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  • Putnam Investments
    Sr. Vice President
    Putnam Investments Aug 1995 - Mar 2003
    Regional representative covering Upstate NY
    View
  • Van Kampen Merritt
    Internal Wholesaler
    Van Kampen Merritt Jun 1994 - Aug 1995

Brian Whalen, Cfp®, Cima® Education Details

Frequently Asked Questions about Brian Whalen, Cfp®, Cima®

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 the current company?

Brian Whalen, Cfp®, Cima®'s current role is Principal.

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

Brian Whalen, Cfp®, Cima®'s email address is bw****@****nce.com

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

Brian Whalen, Cfp®, Cima® attended Boston College.

Who are Brian Whalen, Cfp®, Cima®'s colleagues?

Brian Whalen, Cfp®, Cima®'s colleagues are Kunal Chandi, Roger Grefe, Hubert Le Bret, Brian Vaccaro, Cfa, Karl Fehn, Leigh Mckee, Linda Zivney, Crpc®.

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