Lori
Ong
Whelan Financial
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About this Advisor
Lori Ong is a financial advisor based in Fresno, California, working with Whelan Financial. Lori has previously held positions at Whelan Financial, Crown Capital Securities, and Fresno Unified School District. Lori is registered to provide services in California. Currently, Lori is part of Whelan Financial, which operates out of Fresno, California. The firm has 8 employees and manages assets totaling $568.8 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Whelan Financial includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Whelan Financial Brokerage Details
$568,753,932
8
1,373
$414,242
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Lori Ong Work History
Whelan Financial
Fresno Unified School District
Crown Capital Securities
Disclosures
Please visit the SEC profile of Lori Ong to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Whelan Financial
Fresno, CA
Fresno, CA
Fresno, CA
Fresno, CA
Fresno, CA
Fresno, CA
Fresno, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
