Results

We work with you on a personal level to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results.

Relationships

We are your trusted partner in success. Our firm is large enough to offer a full range of professional services at a fair price, but small enough to give you the individual attention that you deserve.

Relief

Rest assured that when a need arises, our firm is ready and capable to handle everything for you so you can focus on what matters most to you.

Staff Profiles

AL WHALEN,EA,ATA,CFP®

Al Whalen is chief Executive Officer of the Whalen Group.  Al is a Certified Financial Planner and is enrolled to practice before the Internal Revenue Service.  He has lectured at the University of Nevada Las Vegas  and  at the College of Southern Nevada on taxation and investment strategies.

For over 26 years, Al hosted a twice weekly radio show, “Let’s Talk Money”, were listeners could ask questions about;  stocks, bonds, mutual funds, the markets, the economy, income and estate taxation, retirement planning, social security or any money related issues and Al would answer their questions.

Mr. Whalen is a member of the National Association of Enrolled Agents, the National Society of Accountants, and the Financial Planning Association.  Al is a national speaker on taxation and recognized authority on estate and charitable planning concepts.

Consumers Research Council of America recognized Al in the 2005-2008 editions as one of the

Nation’s best Financial Planners.

Al is a board member of the Panguitch Foundation for Education and the Whalen Foundation for Education.  He is a Board member emeritus of the College of Southern Nevada Foundation and one of the founding board members for the Institute for Real Estate Studies Foundation

at the University of Nevada,  Las Vegas. In 2000 Al received honorary degree of Humanities from the College of Southern Nevada for his commitment to education.  In 2001 the Association of Fund raising Professionals recognized Mr. Whalen as a “Spirit of Giving Honoree”.  In 2010 both Al and his wife Jeanne were recognized as Legacy of Lifetime Achievement Honorees by the CSN Board of Trustees.