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Your Personal CFO

Wealth Management and Investment Planning

A Message from our CE0

The financial and retirement landscapes have evolved; you should too. What does every successful publicly-traded company have in common? They develop a comprehensive, knowledgeable, and forward thinking Board of Directors to surround the CEO and help make their vision a reality. This is how we have built Whalen Financial – you are the CEO of your financial future and we are your personal Chief Financial Officer (CFO). 

The longest relationship you will have in your life is with your money – your finances. As your personal CFO we help build a Board of Directors to enhance your relationship with your finances. Our goal is to help you understand and take control of your financial future and simplify the complex world of financial planning.

WHALEN FINANCIAL IS FEATURED IN

Your Personal CFO

At Whalen Financial, we listen carefully to grasp your current needs and future aspirations. As your personal CFO, our professionals customize, coordinate, and continuously monitor an individualize financial plan for your lifetime.

We find joy taking tasks off your plate and providing thoughtful support and experience. We never forget the human element of what we do, thinking ahead to plan for the highs, lows, and everything in-between. We welcome you to reach out with any questions you may have about us and our process.

DOWNLOAD YOUR PERSONAL CFO eBOOK


Investing for your financial freedom.

Our Disciplined Process

We have a clear process to understand your goals and develop appropriate recommendations. 

How We Serve You


Retirement Planning

Establishing a Whalen Financial plan is the first step in building your financial foundation. We take the time to get to know all the important details of your financial life and goals. From there, we apply the experience of our tax, legal, and insurance specialists to create a retirement plan that will work toward your desired lifestyle.

Income Planning

Generating income for retirement is a cornerstone for the majority of retirees. When to take that income and where to distribute it are critical questions that must be answered. At Whalen Financial, we create an income plan to assist you in analyzing your assets and providing  a roadmap for your portfolio, pension, and Social Security income.

Investment & Portfolio Management

Not everyone needs a financial plan. For those clients who only require investment management, the Whalen Financial investment platform offers a wide variety of institutional money managers. Driven by your individual goals, we will build an asset model for you and actively manage your portfolio.

Estate Planning

At Whalen Financial, we employ customized estate planning strategies to ensure our clients wishes for their estate are fulfilled. Our team of specialists can design and implement the right strategies to meet every need. Our areas of experience include: 


  • Revocable Living Trusts
  • Irrevocable Trusts
  • Life Insurance Trusts
  • Charitable Trusts

  • Probate
  • Business Incorporation / LLCs
  • Buy / Sell Agreements
  • Business Succession 


 

PlAN

Tax Planning

A Whalen financial tax advisor will be responsible for collaborating with the rest of the team to create a tax plan that co-exists with your investment and estate goals. In an ever-changing tax law environment, it is not just how much you make but rather how much you keep of that is important to the success of your financial roadmap. We prepare tax returns using efficient planning strategies that can potentially reduce income and business taxes now and later. Our areas of experience include:

  • Audits & Reviews
  • Business / Personal Tax Preparation & Planning
  • Bookkeeping
  • Charitable Gift Planning
  • Estate & Trust Tax Preparation
  • Notary Public
  • Representation before the IRS


 

PlAN

   

Why Us?

At Whalen Financial, we embrace our fiduciary responsibility. For over two generations, our experienced team of associates have navigated the ever-changing financial landscape with our clients’ best interests in mind, while always making them feel like family.

Our goal is to exceed your expectations every step of the way. As your trusted advisor, we promise to remain proactive in helping you reach your higher purpose through trust and transparency. Partner with Whalen Financial today and let us show off our passion for serving you.




SERVING OUR CLIENTS FOR TWO GENERATIONS IN 

OVER 25 STATES 

Whalen Financial On Air 

Tune in "making CENT$ of WEALTH" with andrew whalen, your personal cfo. the show where we breakdown complex financial topics and market events into investor-friendly concepts so that you can make better-informed DECISIONS about your financial future, so if it don't make dollars, it don't make cent$.

Community Impact

Whalen Charitable Giving

Whalen Financial is committed to making a difference in the communities we live in by volunteering our time and expertise, raising awareness, and providing financial support and donations.

WHALEN FINANCIAL IS PROUD TO SUPPORT THE FOLLOWING CHARITIES

Three Square is Southern Nevada’s only food bank providing food assistance to the residents of Lincoln, Nye, Esmeralda and Clark Counties.

Three Square’s mission is to provide wholesome food to hungry people, while passionately pursuing a hunger-free community. They combine food banking (warehousing canned and boxed goods), food rescue (obtaining surplus or unused meats, bread, dairy and produce from hospitality and grocery outlets), and ready-to-eat meals to be the most complete food solution for Southern Nevada.



The Shade Tree provides safe shelter to homeless and abused women & children in crisis. Offering life-changing services promoting stability, dignity, and self-reliance.

The Shade Tree was established in 1989 as Jubilee Ministries and, at the time, had little more to offer than safety, shelter, and cots in the basement of Saint Luke’s Episcopal Church. In 1990, diocese members, Junior League of Las Vegas, and the City of Las Vegas collaborated to establish a permanent shelter. In December of that year, The Shade Tree opened in a building owned by Catholic Charities.


Project 150 started in December 2011, when we learned that the Clark County School District has an overwhelming number of homeless teenagers attending school. The issue was highlighted in a local TV news report that focused on 150 homeless students attending Rancho High School. The shock over this seemingly hidden reality for over 7,500 students in the Las Vegas Valley created a buzz among a network of friends and business colleagues.

It all began 1920 when the Gilcrease  family of four moved from Reno, Nevada to live their dream here in the Las Vegas Valley.  Leonard and Elda Gilcrease used an inheritance to buy a 1500-acre parcel of land, upon which they hoped to  build a new home and a new way of life. Along with their two sons, Bill and Ted, the family came to settle into traditional ranching life.



Baby’s Bounty™ is a 501(c)(3) nonprofit organization that supplies essential items and baby gear to disadvantaged families with an infant six months of age or younger. The families we serve are regaining self-sufficiency after domestic abuse, teen pregnancy, mental health issues, homelessness, and unemployment. Our goal is to provide "a good start for every baby" in the greater Las Vegas area.


YCSN is a non-profit charitable organization, which is operated by 100% volunteers. The Board is made up of 24 professionals from within our community. Their main annual event serves a traditional Thanksgiving Dinner to over 1200 Families in need in Southern Nevada. Donations are received to sponsor a child and their family at Piero’s 5-star Restaurant on Thanksgiving Day.




Don't Wait Until It's Too Late to Plan for Your Future