Mrs Portia L White CFP
Whelan Financial
735 W. Alluvial Ave. Suite 101, Fresno, CA
90% Trust Score
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Compensation
None Provided
Min. Assets
$250,000
Languages
English
License
Not Validated
Areas of Expertise
Asset Allocation, Budget Development, General Financial Planning, Investment Management, Life Transitions, Planning for Couples, Retirement Planning
Client reviews 1 published
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Favorable
Certified Trusted Financial Advisor