Whalen Financial Information
Contact top employees from
Whalen Financial
Summary
Whalen Financial is an investment and wealth management firm serving individuals, families, businesses, and foundations in the Las Vegas area as well as throughout the United States.
Our ...Show more
Industries
Financial Services
Headquarters Location
Employees Size
1-10 employees
Specialties
investments, wealth management, financial planning, financial services, investment strategy
Founded
1987
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 1996 | - | 25 - 100 | 12.5M | $0 | |
| 2012 | Public Company | 10-50 | - | $- | |
| - | Public Company | 10-50 | - | $- |
Employees Turnover 3 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at Whalen Financial shows a diverse range of experience levels:
9% have been with the company for less than 1 year18% for 1–2 years18% for 3–4 years27% for 5–7 years9% for 8–10 years18% have over 11 years of service at Whalen FinancialEx-employees positions
In Company
In New Company
Contact top employees from
Whalen Financial
John Urosevich
Chief Operating Officer
Leah Cosentino
Director of Client Services
Adrian Zarandin
Client Service Associate/Marketing Assistant
Alycia Jones
Client Service Associate
Jimmy Osorio
Marketing Manager
Vanessa Medina
Servicing Advisor
Luke Perry
Portfolio Manager
Vanessa Rodriguez
Client Onboarding & Retention Strategist
Andrew Whalen
Chief Executive Officer
Megan Healy
Tax Administrator and Preparer
Brian Whalen, CFP®, CIMA®
Principal
Max Amster
Marketing Specialist
Max Amster
Marketing Specialist
Kayleigh Dell
Branch Associate
Lauren Tuttle
Branch Associate
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FAQ
Whalen Financial operates in the Financial Services industries. More details can be found on the official website: whalenfinancial.com.
The headquarters of Whalen Financial are located in Las Vegas, United States.
You can contact Whalen Financial by phone at 866-600-3030.
Whalen Financial currently employs 1-10 people.
Well-known competitors of Whalen Financial include ATM Merchant Systems, ReJoyce Financial and NFC Aggregation.
