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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 Team Of Professionals

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Andrew Whalen

CEO & Wealth Advisor

Andrew Whalen - CEO & Wealth Advisor

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 through LPL Financial, and is a licensed Nevada Life and Variable Insurance Producer.

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Kim Dang

Wealth Advisor

Kim Dang - Wealth Advisor

Kim Dang was raised in the South Bay area in Southern California. She relocated to Henderson, NV in July 2019 to join Whalen Financial. She started her career in the financial industry in 2008. She was fascinated by the idea of putting her money to work for her while she enjoyed spending time doing the things she loved.

Kim assists clients by helping them manage their individual wealth to meet their individual needs. Kim focuses on offering a comprehensive approach using education as the foundational basis of a successful investment strategy. 

She and her husband, Cesar, have one child, Braxton. They enjoy spending quality time together. A few of their favorite activities are hiking, swimming, attending Braxton's sporting events, and traveling.

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Jim Osorio

Marketing Manager

Jim Osorio - Marketing Manager

Jim Osorio is the Marketing Manager at Whalen Financial, in charge of marketing programs, brand management and growth. Before joining Whalen Financial, he worked at several companies building his skills in strategic business development and marketing. 

With almost two decades of marketing experience, Jim is well equipped to tackle the constantly changing landscape of the financial industry. Creativity, drive and leadership are Jim’s greatest strengths. 

He thrives on all kinds of challenges, especially those that expand the company’s reach. With a primary focus on a client-centric approach, Jim finds a foundation in building relationships first and has used this approach in his past to help firms reach their full potential.  

His experience in Marketing places him in the right position to work along and grow together with Whalen Financial. 

Away from the office, Jim enjoys to walk his dogs, watch and attend sports events such as soccer and football. His hobbies include wood working and gardening.

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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.