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Portia White
Chief Executive Officer at Whelan Financial
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Portia White's Summary
After completing her bachelor’s degree in philosophy in 2004, Portia White began an entry level position at Whelan Financial and steadily climbed to the position of CEO in 2021. Over the past 20 years, her love for investing and natural aptitude for financial planning have guided her career. As the CEO of Whelan Financial, and Certified Financial Planner™ Practitioner, Portia splits her time between managing the firm and providing comprehensive financial advice to her clients.
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Frequently Asked Questions regarding Portia White
What company does Portia White work for?
Portia White works for
Whelan Financial as Chief Executive Officer
What is Portia White role in Whelan Financial?
Portia White roles in
Whelan Financial
is Chief Executive Officer
What is Portia White’s email address?
Portia White's email address is P******@whelanfinancial.com
What is Portia White's business email address?
Portia White's business email address is P****@whelanfinancial.com
Where is Portia White based?
Portia White is based in Fresno, California.
What industry does Portia White work in?
Portia White works in the industry of: Financial Services
Who is Whelan Financial's Chief Executive Officer?
Whelan Financial
's Chief Executive Officer is Portia White
