Andrew Whalen
Chief Executive Officer
andrew@whalenfinancial.com
Andrew Whalen is the Chief Executive Officer of Whalen Financial.
Andrew grew up in Southern Nevada and Utah and was raised in the financial advisory business. He started investing by the age of 13. Learning the ropes from his father, who led the Whalen Group, he co-hosted a weekly radio program with his father called “Let’s Talk Money” on KDWN-AM, which ran from 1981-2007.
His experience and business acumen, honed from a very young age, has allowed him to navigate the hurdles of the industry while connecting with clients of all ages and backgrounds.
In 2010, Andrew Whalen purchased the Whalen Group from his father and transitioned it into a true wealth management firm that focuses on taxes, estate planning and wealth and investment management.
From the beginning of the transition, Andrew has grown the business by focusing his attention on white glove client services and the utilization of technology. He sees this as a key advantage in producing results for his clients.
Andrew graduated from Purdue University. He currently holds FINRA Series 7, 63 and 65 licenses, and is a licensed Nevada Life and Variable Insurance Producer.
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