Brian Whalen
Principal @Stribling Whalen Financial Group, Rjfs
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WORK HISTORY
Principal @Stribling Whalen Financial Group, Rjfs
Gainesville, GA, US
Principal at Stribling~Whalen Financial Group, RJFS from 05-2015 to now: Firmly rooted in the Gainesville area, The Stribling~Whalen Financial Group is dedicated to building client relationships based on trust, regular client communication and exceptional service. Our team includes two CERTIFIED FINANCIAL PLANNERS(TM)- Warren Stribling CERTIFIED FINANCIAL PLANNER (TM) & Brian Whalen CERTIFIED FINANCIAL PLANNER (TM)- and has over 69 years of lessons learned combined in investment management - guiding client portfolios through a wide range of market cycles to help achieve financial goals. We engage our clients in thoughtful conversations and carefully listen to each client’s objectives and implement long-term asset allocation strategies to help protect their assets and secure their futures. The Stribling~Whalen Financial Group provides comprehensive investment planning strategies to a wide range of clients including: • Successful individuals and families • Medical professionals • Business owners Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Stribling-Whalen Financial Group is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.
EDUCATION
Boston College
BA, Economics, Magna Cum Laude
ABOUT BRIAN WHALEN
Principal at Stribling~Whalen Financial Group, RJFS
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