Strong Industry Relationships And

Success Working Together.

Exceptional Service. Extraordinary People.

A Relationship That Goes Beyond Your Expectations.

We are a team that genuinely cares about helping you succeed.

Our certified multi-disciplinary team at Whalen Financial will always provide an exceptional level of service in our quest to help you realize your goals and aspirations. How we work is defined by shared values that include absolute integrity, respect and collaboration. But it's more than that. It's smart and highly driven people united in purpose to serve our investors and one another.

Bring your energy and unique perspective to Whalen Financial and you'll have the opportunity to grow with us professionally, personally, and financially.

Financial planning and wealth management is complex and can be stressful. We are here to help simplify this with an approach that is as disciplined as it is strategic.

Meet Your Investment Team Of Professionals

Andrew Whalen

CEO & Wealth Advisor

Andrew Whalen - Founder & Wealth Advisor

Andrew Whalen, Founder of Whalen Financial, isn't your typical finance guy. He started investing at 13, learning the ropes from his grandfather on their radio show, "Let's Talk Money". (Yes, really.) This early immersion gave him a unique understanding of the financial world and a knack for connecting with people of all ages and backgrounds.

In 2010, he took the reins of the family business with a bold idea: bring the holistic wealth management strategies of a Family Office to everyone. Andrew's firm provides in-house investment management, estate planning, and tax strategies, all seamlessly integrated to help clients achieve their financial goals. He believes in a personalized approach, ensuring each client feels understood and empowered to build the future they envision.

Andrew's passion lies in helping clients navigate the complexities of taxes, estate planning, and investment management. He believes in a personalized approach, ensuring each client feels understood and empowered to achieve their financial goals.

Andrew graduated from Purdue University and currently holds his series 7, 65 and 63 license.

When he's not in the office, you'll find Andrew exploring the world with his wife, Dana. This adventurous duo loves to travel, stay active, and discover new culinary hotspots.

Leah Cosentino

Director of Client Service

Leah Cosentino -Director of Client Service

Leah started her career in the financial industry in 2013 and served as a client service associate at Morgan Stanley Wealth Management and The Wealth Consulting Group. During this time, she also focused on educating women about their financial decisions that had a direct impact on their future.
Leah's professional background includes nine years in the financial industry and over twenty years in professional customer service.

Although Leah enjoyed gardening and the beautiful seasons in Pennsylvania, she and her family were ready to escape the cold and move to Las Vegas, Nevada in 2020. In her spare time, she enjoys hiking, kayaking, art and spending time with her partner and two boys.

Nancy Eade

Director of First Impressions

Nancy Eade - Director of First Impressions

Nancy is the Director of First Impressions at Whalen Financial. She truly enjoys being the first person to greet our clients on the phone or in person! The exchange with her employees, vendors and our clients makes her day fun, busy and interactive. Embracing new experiences and the mindset of being open, kind and inspired keeps her healthy, grateful and happy.

Nancy's professional background includes a four year military service in the US Air Force and longevity in administration for nearly 30 years.

After spending many years in Wisconsin, she moved back to Las Vegas to be close to her family.

She spends her free time visiting her daughter, hiking, reading, traveling and practicing spiritual guidance.

Adrian Zarandin

Administrative/Events Coordinator

Adrian Zarandin - Administrative/Events Coordinator

Adrian was born in the Philippines and relocated to Las Vegas in 2007 in pursuit of a better quality of life and future opportunities. At the age of 10, Adrian discovered a passion for the office environment and recognized it as a potential career path. He has since accumulated an Extensive experience exceeding five years of administrative service with Hilton Grand Vacations, Anderson Advisors, and now Whalen Financial where he has been responsible for a range of administrative tasks, including Client Service. Adrian is particularly passionate about mastering all facets of office operations and client interactions, while demonstrating a strong commitment to professional development in these areas.

Beyond his professional endeavors, Adrian enjoys traveling, camping, hiking, participating in sports, and spending time with family and close friends. When not at work, he engages in gaming, enjoying quality time with his loved ones, or eating at a Ramen shop.

Vanessa Medina

Client Relations Associate

Vanessa Medina - Client Relations Associate

With over seven years of experience in the financial industry, Vanessa has gained extensive expertise across multiple financial institutions, particularly in client service and financial management. Her journey has cultivated a deep understanding of the intricate workings of the financial world and the crucial importance of client satisfaction. As the Client Relations Associate at Whalen Financial, she oversees new business and account openings, ensuring a seamless process for clients as they begin their financial journey with the firm.

Vanessa's approach to client relations is anything but cookie-cutter. She has made it her mission to foster strong, enduring relationships with clients, recognizing that, in the world of finance, trust is currency. Throughout her career, she has demonstrated a keen eye for optimization, consistently refining internal processes to enhance the overall client experience. This drive for improvement is underpinned by a solid educational foundation—a B.A. in Business Administration with a concentration in Finance from California State University, Fullerton.

Outside of work, Vanessa enjoys gardening, a passion that serves as a form of meditation, offering a much-needed respite from the fast-paced financial world. It's a practice that helps her stay grounded, reduces stress, and provides a sense of calm after a demanding week.

Tony Rios

Client Service Associate

Tony Rios - Client Service Associate

A dedicated professional with a diverse background spanning both the financial and real estate sectors. Originally an immigrant from the Philippines, Tony Rios proudly served in the US Air Force before embarking on a successful career in finance.

Starting at Dean Witter Reynolds (now Morgan Stanley) in 1983, Tony gained valuable experience in the Research and Reconciliation Department. After becoming licensed in 1986, he transitioned to a Client Service Associate role, providing essential support to Financial Advisors in sales, client management, and branch operations until 2004.

Following his time at Morgan Stanley, Tony explored the real estate industry, becoming a licensed real estate salesperson in Texas, Nevada, and California until 2012.

In 2012, Tony returned to the securities industry, contributing his expertise to several well-respected firms including Wells Fargo Advisors, Morgan Stanley, RBC Wealth Management, and Fidelity Investments. Currently, Tony is a valuable member of the team at Whalen Financial, where he continues to leverage his extensive experience to provide exceptional client service

Antonio Middleton

Marketing Coordinator

Antonio Middleton - Marketing Coordinator

Antonio is a Marketing Coordinator with over a decade of experience in the field. His passion for marketing began at the age of 18, and he has since dedicated his career to honing his skills and understanding of the industry. Antonio brings a wealth of hands-on experience to his role, having grown alongside the rapidly evolving marketing landscape. His long-standing commitment to the profession allows him to offer valuable insights and a practical approach to marketing challenges.

Cristian Sanabria

Portfolio Analyst

Christian Sanabria - Portfolio Analyst

Cristian was born and raised in Las Vegas, where he appreciates the city's rich diversity. His passion for investing and financial analysis emerged at the age of 18 when he began to learn the fundamentals of the financial market. This interest motivated him to pursue further education at the University of Nevada, Las Vegas (UNLV), where he earned a dual master's degree in Business Administration and Quantitative Finance, enhancing his analytical skills.

Cristian is dedicated to continuous growth and learning within various market environments.

In his leisure time, he enjoys outdoor activities, including walking and exploring new hiking trails. He is also an avid sports enthusiast and cherishes moments spent with his three German Shepherds. Additionally, Cristian relishes the diverse culinary options available in Las Vegas and eagerly seeks out new dining experiences.

Luke Perry

Portfolio Analyst

Luke Perry - Portfolio Analyst

Luke is a retired U.S. Navy professional with extensive experience utilizing quantitative and qualitative analysis to construct and manage multi-asset portfolios. He utilizes his In-depth understanding of macroeconomic trends, derivatives, currencies, and interest rates to build and manage custom portfolios for Whalen Financial.

Luke received his Master's in Business Administration from Pepperdine University and is completing a second master's in Quantitative Finance from Claremont's Drucker School of Management.

When outside the office, Luke enjoys traveling, hiking, and is an aspiring foodie.