Taylor Whelan, Cfp®, Cfa

Taylor Whelan, Cfp®, Cfa Email and Phone Number

Chief Ethics and Compliance Officer, Wealth Manager @ Whelan Financial
Fresno, CA, US
Taylor Whelan, Cfp®, Cfa's Location
Fresno, California, United States, United States
Taylor Whelan, Cfp®, Cfa's Contact Details

Taylor Whelan, Cfp®, Cfa work email

Taylor Whelan, Cfp®, Cfa personal email

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

Taylor Whelan, Cfp®, Cfa's Current Company Details
Whelan Financial

Whelan Financial

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Chief Ethics and Compliance Officer, Wealth Manager
Fresno, CA, US
Website:
whelanfinancial.com
Employees:
11
Taylor Whelan, Cfp®, Cfa Work Experience Details
  • Whelan Financial
    Chief Ethics And Compliance Officer, Wealth Manager
    Whelan Financial
    Fresno, Ca, Us
    View
  • Whelan Financial
    Partner | Cfo | Chief Ethics & Compliance Officer | Investment Advisor
    Whelan Financial Jul 2021 - Present
    Fresno, California, Us
    View
  • Whelan Financial
    Chief Ethics And Compliance Officer, Wealth Manager
    Whelan Financial Jan 2016 - Present
    Fresno, California, Us
    View
  • Whelan Financial
    Investment Advisor
    Whelan Financial Nov 2014 - Present
    Fresno, California, Us
    View
  • Wellington Management
    Hedge Fund Investor Services
    Wellington Management Jun 2012 - Oct 2014
    Boston, Massachusetts, Us
    View
  • Wellington Management
    Legal And Compliance Services
    Wellington Management Mar 2011 - Jun 2012
    Boston, Massachusetts, Us
    View
  • Taylor Consulting And Contracting
    Account Executive
    Taylor Consulting And Contracting Feb 2011 - Mar 2011
  • Whelan Financial
    Client Services
    Whelan Financial Aug 2008 - Jan 2011
    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.
    View
  • Adobe Lodge
    Student Supervisor
    Adobe Lodge Jan 2007 - Jun 2008
    • Managed student staff of up to 20 employees for catered events of up to 400 guests.

Taylor Whelan, Cfp®, Cfa Skills

Customer Service Social Media Marketing Management Microsoft Excel Outlook Fundraising Leadership Investments Financial Analysis Finance Editing Microsoft Office Event Management Powerpoint Microsoft Word

Taylor Whelan, Cfp®, Cfa Education Details

  • Santa Clara University
    Santa Clara University
    Philosophy

Frequently Asked Questions about Taylor Whelan, Cfp®, Cfa

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 the current company?

Taylor Whelan, Cfp®, Cfa's current role is Chief Ethics and Compliance Officer, Wealth Manager.

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

Taylor Whelan, Cfp®, Cfa's email address is ta****@****ail.com

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

Taylor Whelan, Cfp®, Cfa attended Santa Clara University.

What are some of Taylor Whelan, Cfp®, Cfa's interests?

Taylor Whelan, Cfp®, Cfa has interest in Education.

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

Taylor Whelan, Cfp®, Cfa has skills like Customer Service, Social Media, Marketing, Management, Microsoft Excel, Outlook, Fundraising, Leadership, Investments, Financial Analysis, Finance, Editing.

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

Taylor Whelan, Cfp®, Cfa's colleagues are Lori Ong, Cfp®, Michelle Barnett, Stephen Detweiler, Cfp®, Mike Ryan, Cfp®, Aubrilyn Vock, Kasandra Silva Dieu.

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