Whalen Financial

Andrew Whalen is a financial advisor with Whalen Financial in Las Vegas, NV, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has previously worked at Purshe Kaplan Sterling Investments, LPL Financial, and National Planning Corporation. Outside of advising, Whalen is the author of a self-published book titled *Confessions of a Wealth Manager*. Whalen Financial manages approximately $223 million for around 391 clients through a five-advisor team, providing discretionary portfolio management and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs individualized Investment Policy Statements, fundamental analysis, and modern portfolio theory, integrating third-party platforms and model portfolios in its management approach.

Vanessa Medina is a financial advisor at Whalen Financial in Las Vegas, NV, holding a Series 65 designation. She has experience in wealth management and financial services dating back to 2017, with prior roles at Cornerstone Wealth Management and Arista Wealth Management. Whalen Financial provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs client-specific Investment Policy Statements and combines fundamental analysis with modern portfolio theory to manage approximately $192 million in assets.

Luke Perry is a financial advisor at Whalen Financial with a Series 65 designation and one year of industry experience. He has served in the U.S. Navy for over 20 years and has held academic roles at Claremont University and Pepperdine University. Whalen Financial provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm focuses on client-specific Investment Policy Statements and employs fundamental analysis and modern portfolio theory, utilizing mutual funds, equities, fixed income, and ETFs in its investment approach.

Kim Dang is a financial advisor at Whalen Financial in Las Vegas, NV, holding a Series 66 designation with nine years of industry experience. Prior to joining Whalen Financial, Kim worked at several firms, including Independent Financial Group, Cornerstone Wealth Management, and Purshe Kaplan Sterling Investments. Whalen Financial provides discretionary portfolio management and financial planning for individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm manages approximately $223 million across a five-advisor team, applying fundamental analysis and modern portfolio theory with a focus on individualized Investment Policy Statements and integration of third-party platforms.

Antonio Rios is a financial advisor at Whalen Financial with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Purshe Kaplan Sterling Investments, Fidelity Investments, Lincoln Financial Services, RBC Capital Markets, Morgan Stanley Smith Barney, and Wells Fargo Advisors. Whalen Financial is a team-based firm managing approximately $192 million for individuals, pension plans, charitable organizations, and businesses. The firm provides discretionary portfolio management and financial planning, utilizing client-specific Investment Policy Statements and a combination of fundamental analysis and modern portfolio theory to guide investment decisions.