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Taylor Whelan, Cfp®, Cfa Email & Phone Number

Chief Ethics and Compliance Officer, Wealth Manager at Whelan Financial
Location: Fresno, California, United States 9 work roles 1 school
1 work email found @whelanfinancial.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email t****@whelanfinancial.com
LinkedIn Profile matched
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Current company
Whelan Financial
Role
Chief Ethics and Compliance Officer, Wealth Manager
Location
Fresno, California, United States
Company size
11 employees

Who is Taylor Whelan, Cfp®, Cfa? Overview

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Quick answer

Taylor Whelan, Cfp®, Cfa is listed as Chief Ethics and Compliance Officer, Wealth Manager at Whelan Financial, a with 11 employees, based in Fresno, California, United States. AeroLeads shows a work email signal at whelanfinancial.com and a matched LinkedIn profile for Taylor Whelan, Cfp®, Cfa.

Taylor Whelan, Cfp®, Cfa previously worked as Partner | CFO | Chief Ethics & Compliance Officer | Investment Advisor at Whelan Financial and Investment Advisor at Whelan Financial. Taylor Whelan, Cfp®, Cfa holds Bachelor'S Degree, Philosophy from Santa Clara University.

Company email context

Email format at Whelan Financial

This section adds company-level context without repeating Taylor Whelan, Cfp®, Cfa's masked contact details.

{first}@whelanfinancial.com
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AeroLeads found 1 current-domain work email signal for Taylor Whelan, Cfp®, Cfa. Compare company email patterns before reaching out.

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Profile bio

About Taylor Whelan, Cfp®, Cfa

Our team of experienced advisors create custom financial plans tailored to meet our clients’ goals. Whether it’s wealth management, retirement planning, or benefits for your employees, we are here to guide you from where you are to where you want to be. Learn how our qualified professionals can assist you in planning for your future and securing your legacy.www.whelanfinancial.com

Listed skills include Customer Service, Social Media, Marketing, Management, and 12 others.

Current workplace

Taylor Whelan, Cfp®, Cfa's current company

Company context helps verify the profile and gives searchers a useful next step.

Whelan Financial
Whelan Financial
Chief Ethics and Compliance Officer, Wealth Manager
Fresno, CA, US
Website
whelanfinancial.com
Employees
11
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Company profile
View company profile Email format
9 roles

Taylor Whelan, Cfp®, Cfa work experience

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

Chief Ethics And Compliance Officer, Wealth Manager

Whelan Financial

Fresno, Ca, Us

Partner | Cfo | Chief Ethics & Compliance Officer | Investment Advisor

Current
Whelan Financial

Fresno, California, Us

Jul 2021 - Present

Chief Ethics And Compliance Officer, Wealth Manager

Current
Whelan Financial

Fresno, California, Us

Jan 2016 - Present

Investment Advisor

Current
Whelan Financial

Fresno, California, Us

Nov 2014 - Present

Account Executive

Taylor Consulting And Contracting
Feb 2011 - Mar 2011

Client Services

Whelan Financial

Fresno, California, Us

Primary job duties included calls to schedule quarter report meetings, technology research and implementation, production of client reporting materials, facilitation of client service objectives requested by Advisors.

Aug 2008 - Jan 2011

Student Supervisor

Adobe Lodge

• Managed student staff of up to 20 employees for catered events of up to 400 guests.

Jan 2007 - Jun 2008
Team & coworkers

Colleagues at Whelan Financial

Other employees you can reach at whelanfinancial.com. View company contacts for 11 employees →

MR Mike Ryan, Cfp® Mike Ryan, Cfp® Colleague at Whelan FinancialFresno, California, United States View → KS Kasandra Silva Dieu Kasandra Silva Dieu Colleague at Whelan FinancialFresno, California, United States View → MB Michelle Barnett Michelle Barnett Colleague at Whelan FinancialFresno, California, United States View → LO Lori Ong, Cfp® Lori Ong, Cfp® Colleague at Whelan FinancialFresno, California, United States View → AV Aubrilyn Vock Aubrilyn Vock Colleague at Whelan FinancialFresno, California, United States View → SD Stephen Detweiler, Cfp® Stephen Detweiler, Cfp® Colleague at Whelan FinancialFresno, California, United States View →
1 education record

Taylor Whelan, Cfp®, Cfa education

  • Santa Clara University
    Santa Clara University
    Philosophy
FAQ

Frequently asked questions about Taylor Whelan, Cfp®, Cfa

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

What company does Taylor Whelan, Cfp®, Cfa work for?

Taylor Whelan, Cfp®, Cfa works for Whelan Financial.

What is Taylor Whelan, Cfp®, Cfa's role at Whelan Financial?

Taylor Whelan, Cfp®, Cfa is listed as Chief Ethics and Compliance Officer, Wealth Manager at Whelan Financial.

What is Taylor Whelan, Cfp®, Cfa's email address?

AeroLeads has found 1 work email signal at @whelanfinancial.com for Taylor Whelan, Cfp®, Cfa at Whelan Financial.

Where is Taylor Whelan, Cfp®, Cfa based?

Taylor Whelan, Cfp®, Cfa is based in Fresno, California, United States while working with Whelan Financial.

What companies has Taylor Whelan, Cfp®, Cfa worked for?

Taylor Whelan, Cfp®, Cfa has worked for Whelan Financial, Wellington Management, Taylor Consulting And Contracting, and Adobe Lodge.

Who are Taylor Whelan, Cfp®, Cfa's colleagues at Whelan Financial?

Taylor Whelan, Cfp®, Cfa's colleagues at Whelan Financial include Mike Ryan, Cfp®, Kasandra Silva Dieu, Michelle Barnett, Lori Ong, Cfp®, and Aubrilyn Vock.

How can I contact Taylor Whelan, Cfp®, Cfa?

You can use AeroLeads to view verified contact signals for Taylor Whelan, Cfp®, Cfa at Whelan Financial, including work email, phone, and LinkedIn data when available.

What schools did Taylor Whelan, Cfp®, Cfa attend?

Taylor Whelan, Cfp®, Cfa holds Bachelor'S Degree, Philosophy from Santa Clara University.

What skills is Taylor Whelan, Cfp®, Cfa known for?

Taylor Whelan, Cfp®, Cfa is listed with skills including Customer Service, Social Media, Marketing, Management, Microsoft Excel, Outlook, Fundraising, and Leadership.

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